Wealth Advisors’s Alibaba BABA Stock Holding History

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
2021 Q3	–	Sell	-1,110	Closed	-$218K	–	96
2021 Q2	$218K	Sell	1,110 -475	-30%	-$106K	0.08%	69
2021 Q1	$364K	Sell	1,585 -752	-32%	-$185K	0.14%	50
2020 Q4	$544K	Buy	2,337 +685	+41%	+$190K	0.24%	45
2020 Q3	$496K	Buy	1,652 +500	+43%	+$132K	0.23%	45
2020 Q2	$276K	Sell	1,152 -2,553	-69%	-$532K	0.15%	57
2020 Q1	$788K	Sell	3,705 -1,500	-29%	-$313K	0.52%	25
2019 Q4	$1.15M	Buy	+5,205	New	+$977K	0.65%	25

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealth Advisors's BABA Position: Q3 2021 in Review

Wealth Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,110 shares — an estimated $218K sold.

Wealth Advisors first reported a position in BABA in Q4 2019 and held it in 7 quarters. The position peaked at $1.15M in Q4 2019. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Wealth Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Wealth Advisors sold 1,110 Alibaba shares in Q3 2021, an estimated $218K.
Wealth Advisors first reported a position in Alibaba in Q4 2019 and held it in 7 quarters.
Wealth Advisors's Alibaba position peaked at $1.15M in Q4 2019.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.