WLIM
BABA icon

White Lighthouse Investment Management’s Alibaba BABA Stock Holding History

White Lighthouse Investment Management’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
-953
Closed -$216K – 116
2021
Q2 		$216K Hold
953
– – 0.06% 111
2021
Q1 		$216K Hold
953
– – 0.07% 113
2020
Q4 		$222K Sell
953
-80
-8% -$22.2K 0.07% 112
2020
Q3 		$304K Hold
1,033
– – 0.11% 91
2020
Q2 		$223K Buy
+1,033
New +$215K 0.08% 110
2020
Q1 		– Sell
-993
Closed -$211K – 109
2019
Q4 		$211K Sell
993
-456
-31% -$85.6K 0.08% 128
2019
Q3 		$242K Hold
1,449
– – 0.1% 119
2019
Q2 		$246K Buy
+1,449
New +$250K 0.1% 116

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

White Lighthouse Investment Management's BABA Position: Q3 2021 in Review

White Lighthouse Investment Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 953 shares — an estimated $216K sold.

White Lighthouse Investment Management first reported a position in BABA in Q2 2019 and held it in 8 quarters. The position peaked at $304K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • White Lighthouse Investment Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • White Lighthouse Investment Management sold 953 Alibaba shares in Q3 2021, an estimated $216K.
  • White Lighthouse Investment Management first reported a position in Alibaba in Q2 2019 and held it in 8 quarters.
  • White Lighthouse Investment Management's Alibaba position peaked at $304K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on White Lighthouse Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.