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Wealth Architects’s Alibaba BABA Stock Holding History

Wealth Architects’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
-1,686
Closed -$382K – 187
2021
Q2 		$382K Buy
1,686
+32
+2% +$7.11K 0.07% 113
2021
Q1 		$375K Sell
1,654
-89
-5% -$21.9K 0.08% 106
2020
Q4 		$406K Sell
1,743
-49
-3% -$13.6K 0.09% 95
2020
Q3 		$527K Buy
1,792
+21
+1% +$5.53K 0.14% 67
2020
Q2 		$382K Sell
1,771
-102
-5% -$21.2K 0.11% 86
2020
Q1 		$364K Buy
1,873
+453
+32% +$94.6K 0.13% 83
2019
Q4 		$301K Buy
1,420
+190
+15% +$35.7K 0.08% 95
2019
Q3 		$206K Buy
1,230
+19
+2% +$3.27K 0.06% 126
2019
Q2 		$205K Buy
1,211
+46
+4% +$7.94K 0.06% 125
2019
Q1 		$213K Buy
+1,165
New +$196K 0.07% 122
2018
Q3 		– Sell
-1,143
Closed -$212K – 135
2018
Q2 		$212K Buy
1,143
+28
+3% +$5.34K 0.07% 121
2018
Q1 		$205K Buy
+1,115
New +$210K 0.07% 121

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wealth Architects's BABA Position: Q3 2021 in Review

Wealth Architects sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,686 shares — an estimated $382K sold.

Wealth Architects first reported a position in BABA in Q1 2018 and held it in 12 quarters. The position peaked at $527K in Q3 2020. 1,541 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Wealth Architects reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Wealth Architects sold 1,686 Alibaba shares in Q3 2021, an estimated $382K.
  • Wealth Architects first reported a position in Alibaba in Q1 2018 and held it in 12 quarters.
  • Wealth Architects's Alibaba position peaked at $527K in Q3 2020.
  • 1,541 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Wealth Architects's 13F filing for Q3 2021, filed 9 Nov 2021.