Williams Jones Wealth Management’s Alibaba BABA Stock Holding History

Williams Jones Wealth 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 Q4	–	Sell	-11,995	Closed	-$1.78M	–	509
2021 Q3	$1.78M	Sell	11,995 -9,701	-45%	-$1.76M	0.02%	204
2021 Q2	$4.92M	Buy	21,696 +3,965	+22%	+$881K	0.07%	144
2021 Q1	$4.02M	Buy	17,731 +2,936	+20%	+$721K	0.06%	151
2020 Q4	$3.44M	Buy	14,795 +2,526	+21%	+$701K	0.06%	151
2020 Q3	$3.61M	Buy	12,269 +1,466	+14%	+$386K	0.07%	137
2020 Q2	$2.33M	Buy	10,803 +4,810	+80%	+$1M	0.05%	149
2020 Q1	$1.17M	Sell	5,993 -673	-10%	-$140K	0.03%	162
2019 Q4	$1.41M	Buy	6,666 +337	+5%	+$63.2K	0.03%	178
2019 Q3	$1.06M	Buy	+6,329	New	+$1.09M	0.02%	194

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williams Jones Wealth Management's BABA Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 11,995 shares — an estimated $1.78M sold.

Williams Jones Wealth Management first reported a position in BABA in Q3 2019 and held it in 9 quarters. The position peaked at $4.92M in Q2 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Williams Jones Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Williams Jones Wealth Management sold 11,995 Alibaba shares in Q4 2021, an estimated $1.78M.
Williams Jones Wealth Management first reported a position in Alibaba in Q3 2019 and held it in 9 quarters.
Williams Jones Wealth Management's Alibaba position peaked at $4.92M in Q2 2021.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.