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WBH Advisory’s Alibaba BABA Stock Holding History

WBH Advisory’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
-1,390
Closed -$206K – 309
2021
Q3 		$206K Sell
1,390
-265
-16% -$48.2K 0.03% 283
2021
Q2 		$317K Sell
1,655
-241
-13% -$53.5K 0.05% 220
2021
Q1 		$430K Hold
1,896
– – 0.07% 193
2020
Q4 		$503K Hold
1,896
– – 0.09% 171
2020
Q3 		$557K Sell
1,896
-19
-1% -$5.01K 0.11% 149
2020
Q2 		$413K Sell
1,915
-27
-1% -$5.62K 0.1% 162
2020
Q1 		$377 Buy
1,942
+15
+0.8% +$3.13K 0.09% 156
2019
Q4 		$408K Hold
1,927
– – 0.08% 172
2019
Q3 		$322K Sell
1,927
-100
-5% -$17.2K 0.07% 185
2019
Q2 		$343K Sell
2,027
-200
-9% -$34.5K 0.08% 178
2019
Q1 		$406K Buy
2,227
+22
+1% +$3.7K 0.1% 164
2018
Q4 		$302 Buy
2,205
+475
+27% +$70.2K 0.07% 186
2018
Q3 		$285K Buy
1,730
+50
+3% +$8.85K 0.07% 207
2018
Q2 		$311K Buy
1,680
+290
+21% +$55.3K 0.08% 185
2018
Q1 		$255K Buy
1,390
+50
+4% +$9.41K 0.07% 201
2017
Q4 		$231K Buy
1,340
+170
+15% +$30.5K 0.06% 206
2017
Q3 		$202K Buy
+1,170
New +$190K 0.06% 215

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

WBH Advisory's BABA Position: Q4 2021 in Review

WBH Advisory sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,390 shares — an estimated $206K sold.

WBH Advisory first reported a position in BABA in Q3 2017 and held it in 17 quarters. The position peaked at $557K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • WBH Advisory reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • WBH Advisory sold 1,390 Alibaba shares in Q4 2021, an estimated $206K.
  • WBH Advisory first reported a position in Alibaba in Q3 2017 and held it in 17 quarters.
  • WBH Advisory's Alibaba position peaked at $557K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on WBH Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.