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YorkBridge Wealth Partners’s Alibaba BABA Stock Holding History

YorkBridge Wealth Partners’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
-3,114
Closed -$461K – 281
2021
Q3 		$461K Buy
3,114
+8
+0.3% +$1.46K 0.12% 140
2021
Q2 		$704K Buy
3,106
+72
+2% +$16K 0.18% 101
2021
Q1 		$688K Sell
3,034
-1,183
-28% -$291K 0.2% 88
2020
Q4 		$981K Buy
4,217
+2,254
+115% +$626K 0.33% 67
2020
Q3 		$577K Sell
1,963
-2,073
-51% -$546K 0.24% 83
2020
Q2 		$871K Buy
+4,036
New +$840K 0.4% 62
2020
Q1 		– Sell
-1,078
Closed -$229K – 158
2019
Q4 		$229K Buy
+1,078
New +$202K 0.11% 171
2019
Q3 		– Sell
-1,084
Closed -$184K – 208
2019
Q2 		$184K Buy
1,084
+17
+2% +$2.93K 0.08% 179
2019
Q1 		$195K Buy
1,067
+218
+26% +$36.7K 0.09% 163
2018
Q4 		$116K Buy
849
+101
+14% +$14.9K 0.06% 224
2018
Q3 		$121K Buy
748
+208
+39% +$36.8K 0.06% 251
2018
Q2 		$100K Hold
540
– – 0.04% 291
2018
Q1 		$95K Buy
540
+200
+59% +$37.7K 0.04% 300
2017
Q4 		$61K Hold
340
– – 0.03% 350
2017
Q3 		$59K Sell
340
-25
-7% -$4.05K 0.03% 354
2017
Q2 		$51K Hold
365
– – 0.03% 369
2017
Q1 		$43K Sell
365
-500
-58% -$50.9K 0.02% 384
2016
Q4 		$80K Buy
+865
New +$83.3K 0.05% 277

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's BABA Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,114 shares — an estimated $461K sold.

YorkBridge Wealth Partners first reported a position in BABA in Q4 2016 and held it in 18 quarters. The position peaked at $981K in Q4 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • YorkBridge Wealth Partners reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,114 Alibaba shares in Q4 2021, an estimated $461K.
  • YorkBridge Wealth Partners first reported a position in Alibaba in Q4 2016 and held it in 18 quarters.
  • YorkBridge Wealth Partners's Alibaba position peaked at $981K in Q4 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.