WAS
BABA icon

WESPAC Advisors SoCal’s Alibaba BABA Stock Holding History

WESPAC Advisors SoCal’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
2019
Q4 		– Sell
-7,749
Closed -$1.3M – 83
2019
Q3 		$1.3M Buy
7,749
+350
+5% +$60.1K 0.64% 33
2019
Q2 		$1.25M Buy
7,399
+760
+11% +$131K 0.67% 32
2019
Q1 		$1.21M Buy
6,639
+325
+5% +$54.7K 0.67% 29
2018
Q4 		$865K Sell
6,314
-1,200
-16% -$177K 0.55% 37
2018
Q3 		$1.24M Buy
7,514
+535
+8% +$94.7K 0.62% 35
2018
Q2 		$1.29M Sell
6,979
-225
-3% -$42.9K 0.75% 33
2018
Q1 		$1.32M Buy
7,204
+275
+4% +$51.8K 0.77% 33
2017
Q4 		$1.19M Buy
6,929
+4,550
+191% +$815K 0.68% 35
2017
Q3 		$410K Buy
2,379
+529
+29% +$85.8K 0.24% 61
2017
Q2 		$260K Hold
1,850
– – 0.17% 69
2017
Q1 		$199K Sell
1,850
-1,200
-39% -$122K 0.12% 83
2016
Q4 		$268K Buy
3,050
+2,325
+321% +$224K 0.17% 72
2016
Q3 		$76.7K Sell
725
-275
-28% -$25.5K 0.05% 102
2016
Q2 		$79.5K Sell
1,000
-200
-17% -$15.7K 0.05% 103
2016
Q1 		$94.8K Sell
1,200
-3,500
-74% -$246K 0.07% 90
2015
Q4 		$381K Buy
+4,700
New +$369K 0.25% 59

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

WESPAC Advisors SoCal's BABA Position: Q4 2019 in Review

WESPAC Advisors SoCal sold out of Alibaba (BABA) in Q4 2019, closing a stake of 7,749 shares — an estimated $1.3M sold.

WESPAC Advisors SoCal first reported a position in BABA in Q4 2015 and held it in 16 quarters. The position peaked at $1.32M in Q1 2018. 1,765 funds tracked by Wall St. Rank hold BABA as of Q4 2019.

  • WESPAC Advisors SoCal reported no remaining Alibaba position as of Q4 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 7,749 Alibaba shares in Q4 2019, an estimated $1.3M.
  • WESPAC Advisors SoCal first reported a position in Alibaba in Q4 2015 and held it in 16 quarters.
  • WESPAC Advisors SoCal's Alibaba position peaked at $1.32M in Q1 2018.
  • 1,765 funds tracked by Wall St. Rank held Alibaba as of Q4 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2019, filed 13 Feb 2020.