Summit Financial Wealth Advisors’s Alibaba BABA Stock Holding History

Summit Financial Wealth 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
2022 Q3	–	Sell	-2,160	Closed	-$218K	–	125
2022 Q2	$218K	Hold	2,160	–	–	0.05%	120
2022 Q1	$235K	Hold	2,160	–	–	0.05%	114
2021 Q4	$258K	Buy	+2,160	New	+$315K	0.05%	117
2020 Q4	–	Sell	-675	Closed	-$210K	–	103
2020 Q3	$210K	Buy	+675	New	+$178K	0.06%	109
2016 Q2	–	Sell	-2,564	Closed	-$203K	–	145
2016 Q1	$203K	Buy	+2,564	New	+$180K	0.09%	129
2015 Q4	–	Sell	-185	Closed	-$10K	–	130
2015 Q3	$10K	Buy	+185	New	+$13.5K	0.01%	185
2015 Q2	–	Sell	-500	Closed	-$44K	–	270
2015 Q1	$44K	Hold	500	–	–	0.03%	128
2014 Q4	$52K	Buy	+500	New	+$51.3K	0.04%	118

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial Wealth Advisors's BABA Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Alibaba (BABA) in Q3 2022, closing a stake of 2,160 shares — an estimated $218K sold.

Summit Financial Wealth Advisors first reported a position in BABA in Q4 2014 and held it in 8 quarters. The position peaked at $258K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

Summit Financial Wealth Advisors reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,160 Alibaba shares in Q3 2022, an estimated $218K.
Summit Financial Wealth Advisors first reported a position in Alibaba in Q4 2014 and held it in 8 quarters.
Summit Financial Wealth Advisors's Alibaba position peaked at $258K in Q4 2021.
1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.