Xcel Wealth Management’s Alibaba BABA Stock Holding History

Xcel 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	-1,417	Closed	-$210K	–	144
2021 Q3	$210K	Sell	1,417 -3,236	-70%	-$589K	0.06%	133
2021 Q2	$1.05M	Buy	4,653 +1,220	+36%	+$271K	0.32%	66
2021 Q1	$778K	Buy	3,433 +2,158	+169%	+$530K	0.28%	67
2020 Q4	$296K	Buy	+1,275	New	+$354K	0.13%	101
2020 Q3	–	Sell	-953	Closed	-$205K	–	109
2020 Q2	$205K	Sell	953 -6,365	-87%	-$1.33M	0.13%	94
2020 Q1	$1.42M	Buy	7,318 +25	+0.3%	+$5.22K	1.28%	27
2019 Q4	$1.55M	Buy	7,293 +10	+0.1%	+$1.88K	1.28%	23
2019 Q3	$1.22M	Buy	7,283 +600	+9%	+$103K	1.13%	29
2019 Q2	$1.13M	Buy	6,683 +1,225	+22%	+$211K	1.11%	31
2019 Q1	$995K	Buy	5,458 +1,880	+53%	+$316K	1.03%	30
2018 Q4	$490K	Buy	+3,578	New	+$529K	0.6%	35

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

Xcel Wealth Management's BABA Position: Q4 2021 in Review

Xcel Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,417 shares — an estimated $210K sold.

Xcel Wealth Management first reported a position in BABA in Q4 2018 and held it in 11 quarters. The position peaked at $1.55M in Q4 2019. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Xcel Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Xcel Wealth Management sold 1,417 Alibaba shares in Q4 2021, an estimated $210K.
Xcel Wealth Management first reported a position in Alibaba in Q4 2018 and held it in 11 quarters.
Xcel Wealth Management's Alibaba position peaked at $1.55M in Q4 2019.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Xcel Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.