Valmark Advisers’s Alibaba BABA Stock Holding History

Valmark Advisers’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	-3,013	Closed	-$446K	–	408
2021 Q3	$446K	Buy	3,013 +71	+2%	+$12.9K	0.01%	289
2021 Q2	$667K	Hold	2,942	–	–	0.01%	245
2021 Q1	$667K	Buy	2,942 +66	+2%	+$16.2K	0.01%	232
2020 Q4	$669K	Buy	2,876 +1,480	+106%	+$411K	0.01%	220
2020 Q3	$410K	Buy	1,396 +396	+40%	+$104K	0.01%	201
2020 Q2	$216K	Buy	+1,000	New	+$208K	0.01%	257
2020 Q1	–	Sell	-980	Closed	-$208K	–	234
2019 Q4	$208K	Buy	+980	New	+$184K	﹤0.01%	229
2019 Q2	–	Sell	-1,210	Closed	-$221K	–	229
2019 Q1	$221K	Buy	+1,210	New	+$204K	﹤0.01%	206
2018 Q3	–	Sell	-1,210	Closed	-$224K	–	203
2018 Q2	$224K	Hold	1,210	–	–	0.01%	178
2018 Q1	$222K	Sell	1,210 -599	-33%	-$113K	﹤0.01%	181
2017 Q4	$312K	Buy	+1,809	New	+$324K	0.01%	145

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

Valmark Advisers's BABA Position: Q4 2021 in Review

Valmark Advisers sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,013 shares — an estimated $446K sold.

Valmark Advisers first reported a position in BABA in Q4 2017 and held it in 11 quarters. The position peaked at $669K in Q4 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Valmark Advisers reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Valmark Advisers sold 3,013 Alibaba shares in Q4 2021, an estimated $446K.
Valmark Advisers first reported a position in Alibaba in Q4 2017 and held it in 11 quarters.
Valmark Advisers's Alibaba position peaked at $669K in Q4 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Valmark Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.