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Stonebridge Financial Planning Group’s Alibaba BABA Stock Holding History

Stonebridge Financial Planning 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
-55
Closed -$6K – 136
2021
Q4 		$6K Hold
55
– – ﹤0.01% 357
2021
Q3 		$9K Hold
55
– – ﹤0.01% 344
2021
Q2 		$11K Buy
55
+30
+120% +$6.67K 0.01% 344
2021
Q1 		$6K Hold
25
– – ﹤0.01% 375
2020
Q4 		$6K Hold
25
– – ﹤0.01% 347
2020
Q3 		$8K Hold
25
– – 0.01% 323
2020
Q2 		$6K Hold
25
– – 0.01% 340
2020
Q1 		$5K Hold
25
– – 0.01% 347
2019
Q4 		$5K Buy
+25
New +$4.69K ﹤0.01% 323

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

Stonebridge Financial Planning Group's BABA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Alibaba (BABA) in Q1 2022, closing a stake of 55 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in BABA in Q4 2019 and held it in 9 quarters. The position peaked at $11K in Q2 2021. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 55 Alibaba shares in Q1 2022, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in Alibaba in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Alibaba position peaked at $11K in Q2 2021.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.