Strategic Family Wealth Counselors’s Alibaba BABA Stock Holding History

Strategic Family Wealth Counselors’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 Q4	–	Sell	-1,561	Closed	-$231K	–	106
2021 Q3	$231K	Buy	+1,561	New	+$284K	0.08%	83
2021 Q1	–	Sell	-889	Closed	-$207K	–	83
2020 Q4	$207K	Sell	889 -227	-20%	-$63K	0.11%	77
2020 Q3	$328K	Buy	+1,116	New	+$294K	0.18%	56

Other funds holding BABA

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

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

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Strategic Family Wealth Counselors's BABA Position: Q4 2021 in Review

Strategic Family Wealth Counselors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,561 shares — an estimated $231K sold.

Strategic Family Wealth Counselors first reported a position in BABA in Q3 2020 and held it in 3 quarters. The position peaked at $328K in Q3 2020. 1,413 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Strategic Family Wealth Counselors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Strategic Family Wealth Counselors sold 1,561 Alibaba shares in Q4 2021, an estimated $231K.
Strategic Family Wealth Counselors first reported a position in Alibaba in Q3 2020 and held it in 3 quarters.
Strategic Family Wealth Counselors's Alibaba position peaked at $328K in Q3 2020.
1,413 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2021, filed 8 Feb 2022.