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Sutton Wealth Advisors’s Alibaba BABA Stock Holding History

Sutton 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
Q1 		– Sell
-83
Closed -$9.86K – 1639
2021
Q4 		$9.86K Hold
83
– – ﹤0.01% 938
2021
Q3 		$12.3K Sell
83
-4
-5% -$728 ﹤0.01% 842
2021
Q2 		$19.7K Sell
87
-139
-62% -$30.9K 0.01% 703
2021
Q1 		$51.2K Buy
226
+30
+15% +$7.37K 0.02% 386
2020
Q4 		$45.6K Buy
196
+7
+4% +$1.94K 0.02% 379
2020
Q3 		$55.6K Sell
189
-132
-41% -$34.8K 0.03% 288
2020
Q2 		$69.2K Buy
321
+56
+21% +$11.7K 0.04% 242
2020
Q1 		$51.5K Buy
265
+165
+165% +$34.4K 0.03% 262
2019
Q4 		$21.2K Hold
100
– – 0.01% 584
2019
Q3 		$16.7K Buy
+100
New +$17.2K 0.01% 642

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

Sutton Wealth Advisors's BABA Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Alibaba (BABA) in Q1 2022, closing a stake of 83 shares — an estimated $9.86K sold.

Sutton Wealth Advisors first reported a position in BABA in Q3 2019 and held it in 10 quarters. The position peaked at $69.2K in Q2 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Sutton Wealth Advisors reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 83 Alibaba shares in Q1 2022, an estimated $9.86K.
  • Sutton Wealth Advisors first reported a position in Alibaba in Q3 2019 and held it in 10 quarters.
  • Sutton Wealth Advisors's Alibaba position peaked at $69.2K in Q2 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.