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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

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's BABA Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Alibaba (BABA) position steady in Q1 2022 at 660 shares worth $72K. The position accounts for 1.94% of the portfolio, ranked #15.

Wealthstreet Investment Advisors first reported a position in BABA in Q1 2018 and has held it in 17 quarters since. The position peaked at $5.29M in Q4 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Wealthstreet Investment Advisors held 660 shares of Alibaba worth $72K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Alibaba share count unchanged in Q1 2022.
  • Alibaba made up 1.94% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #15 holding.
  • Wealthstreet Investment Advisors first reported a position in Alibaba in Q1 2018 and has held it in 17 quarters since.
  • Wealthstreet Investment Advisors's Alibaba position peaked at $5.29M in Q4 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.