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Wambolt & Associates’s Alibaba BABA Stock Holding History

Wambolt & Associates’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
-1,537
Closed -$222K – 242
2021
Q3 		$222K Sell
1,537
-880
-36% -$160K 0.09% 225
2021
Q2 		$536K Buy
2,417
+914
+61% +$203K 0.23% 140
2021
Q1 		$337K Buy
+1,503
New +$369K 0.18% 167

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

Wambolt & Associates's BABA Position: Q4 2021 in Review

Wambolt & Associates sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,537 shares — an estimated $222K sold.

Wambolt & Associates first reported a position in BABA in Q1 2021 and held it in 3 quarters. The position peaked at $536K in Q2 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Wambolt & Associates reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Wambolt & Associates sold 1,537 Alibaba shares in Q4 2021, an estimated $222K.
  • Wambolt & Associates first reported a position in Alibaba in Q1 2021 and held it in 3 quarters.
  • Wambolt & Associates's Alibaba position peaked at $536K in Q2 2021.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Wambolt & Associates's 13F filing for Q4 2021, filed 8 Feb 2022.