Souders Financial Advisors’s Alibaba BABA Stock Holding History

Souders Financial Advisors’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,502	Closed	-$794K	–	136
2021 Q2	$794K	Buy	3,502 +360	+11%	+$80K	0.27%	77
2021 Q1	$712K	Buy	3,142 +91	+3%	+$22.4K	0.28%	73
2020 Q4	$710K	Buy	3,051 +90	+3%	+$25K	0.31%	63
2020 Q3	$789K	Buy	2,961 +27	+0.9%	+$7.11K	0.37%	55
2020 Q2	$633K	Sell	2,934 -386	-12%	-$80.4K	0.36%	63
2020 Q1	$646K	Buy	+3,320	New	+$693K	0.57%	45

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Souders Financial Advisors's BABA Position: Q3 2021 in Review

Souders Financial Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 3,502 shares — an estimated $794K sold.

Souders Financial Advisors first reported a position in BABA in Q1 2020 and held it in 6 quarters. The position peaked at $794K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Souders Financial Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Souders Financial Advisors sold 3,502 Alibaba shares in Q3 2021, an estimated $794K.
Souders Financial Advisors first reported a position in Alibaba in Q1 2020 and held it in 6 quarters.
Souders Financial Advisors's Alibaba position peaked at $794K in Q2 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Souders Financial Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.