Walled Lake Planning & Wealth Management’s Alibaba BABA Stock Holding History

Walled Lake Planning & Wealth Management’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	-665	Closed	-$98K	–	125
2021 Q3	$98K	Hold	665	–	–	0.06%	123
2021 Q2	$151K	Hold	665	–	–	0.1%	92
2021 Q1	$151K	Hold	665	–	–	0.1%	86
2020 Q4	$155K	Hold	665	–	–	0.12%	78
2020 Q3	$195K	Sell	665 -480	-42%	-$126K	0.16%	64
2020 Q2	$247K	Hold	1,145	–	–	0.21%	52
2020 Q1	$223K	Hold	1,145	–	–	0.2%	54
2019 Q4	$243K	Buy	+1,145	New	+$215K	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

Walled Lake Planning & Wealth Management's BABA Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 665 shares — an estimated $98K sold.

Walled Lake Planning & Wealth Management first reported a position in BABA in Q4 2019 and held it in 8 quarters. The position peaked at $247K in Q2 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 665 Alibaba shares in Q4 2021, an estimated $98K.
Walled Lake Planning & Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Alibaba position peaked at $247K in Q2 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.