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WIA
Wealthstreet Investment Advisors’s
Alibaba
BABA
Stock Holding History
Wealthstreet Investment 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
2022
Q1
$72K
Hold
660
–
–
1.94%
15
2021
Q4
$78K
Hold
660
–
–
1.92%
16
2021
Q3
$98K
Sell
660
-2,019
-75%
-$367K
2.71%
14
2021
Q2
$608K
Sell
2,679
-20,165
-88%
-$4.48M
3.15%
9
2021
Q1
$5.18M
Buy
22,844
+110
+0.5%
+$27K
0.51%
48
2020
Q4
$5.29M
Buy
22,734
+6,636
+41%
+$1.84M
0.54%
46
2020
Q3
$4.73M
Buy
16,098
+55
+0.3%
+$14.5K
0.53%
46
2020
Q2
$3.46M
Buy
16,043
+688
+4%
+$143K
0.42%
56
2020
Q1
$2.99M
Buy
15,355
+4,501
+41%
+$939K
0.44%
52
2019
Q4
$2.3M
Buy
10,854
+425
+4%
+$79.7K
0.27%
89
2019
Q3
$1.84M
Buy
10,429
+1,199
+13%
+$206K
0.24%
97
2019
Q2
$1.56M
Sell
9,230
-752
-8%
-$130K
0.2%
108
2019
Q1
$1.82M
Sell
9,982
-800
-7%
-$135K
0.24%
104
2018
Q4
$1.71M
Buy
10,782
+5,360
+99%
+$792K
0.24%
100
2018
Q3
$893K
Buy
5,422
+2,190
+68%
+$388K
0.11%
165
2018
Q2
$600K
Buy
3,232
+479
+17%
+$91.3K
0.08%
216
2018
Q1
$505K
Buy
+2,753
New
+$518K
0.06%
234
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31.28%
1-Year Est. Return
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$127B AUM
44.11%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
HSBC Holdings
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$168B AUM
27.2%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
EFM
E Fund Management
Guangzhou, China
$3.37B AUM
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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