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Sound View Wealth Advisors Group’s Alibaba BABA Stock Holding History

Sound View Wealth Advisors Group’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
2022
Q1 		– Sell
-1,796
Closed -$213K – 289
2021
Q4 		$213K Sell
1,796
-376
-17% -$54.8K 0.04% 278
2021
Q3 		$322K Sell
2,172
-238
-10% -$43.3K 0.07% 222
2021
Q2 		$547K Sell
2,410
-202
-8% -$44.9K 0.12% 160
2021
Q1 		$592K Sell
2,612
-339
-11% -$83.3K 0.14% 142
2020
Q4 		$687K Buy
2,951
+126
+4% +$35K 0.17% 127
2020
Q3 		$830K Sell
2,825
-22
-0.8% -$5.8K 0.22% 104
2020
Q2 		$614K Buy
2,847
+89
+3% +$18.5K 0.17% 119
2020
Q1 		$536K Sell
2,758
-219
-7% -$45.7K 0.19% 115
2019
Q4 		$631K Sell
2,977
-20
-0.7% -$3.75K 0.18% 125
2019
Q3 		$501K Buy
2,997
+196
+7% +$33.7K 0.15% 140
2019
Q2 		$475K Buy
+2,801
New +$483K 0.14% 146

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's BABA Position: Q1 2022 in Review

Sound View Wealth Advisors Group sold out of Alibaba (BABA) in Q1 2022, closing a stake of 1,796 shares — an estimated $213K sold.

Sound View Wealth Advisors Group first reported a position in BABA in Q2 2019 and held it in 11 quarters. The position peaked at $830K in Q3 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Sound View Wealth Advisors Group reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,796 Alibaba shares in Q1 2022, an estimated $213K.
  • Sound View Wealth Advisors Group first reported a position in Alibaba in Q2 2019 and held it in 11 quarters.
  • Sound View Wealth Advisors Group's Alibaba position peaked at $830K in Q3 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.