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Summit Wealth & Retirement Planning’s Alibaba BABA Stock Holding History

Summit Wealth & Retirement Planning’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
-2,949
Closed -$437K – 91
2021
Q3 		$437K Sell
2,949
-501
-15% -$91.1K 0.16% 63
2021
Q2 		$782K Sell
3,450
-20
-0.6% -$4.44K 0.29% 52
2021
Q1 		$787K Buy
+3,470
New +$852K 0.29% 52

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth & Retirement Planning's BABA Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Alibaba (BABA) in Q4 2021, closing a stake of 2,949 shares — an estimated $437K sold.

Summit Wealth & Retirement Planning first reported a position in BABA in Q1 2021 and held it in 3 quarters. The position peaked at $787K in Q1 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Summit Wealth & Retirement Planning reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,949 Alibaba shares in Q4 2021, an estimated $437K.
  • Summit Wealth & Retirement Planning first reported a position in Alibaba in Q1 2021 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Alibaba position peaked at $787K in Q1 2021.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.