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9258 Wealth Management’s Alibaba BABA Stock Holding History

9258 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
2024
Q2 		– Sell
-3,019
Closed -$218K – 344
2024
Q1 		$218K Buy
3,019
+1
+0% +$73 0.03% 317
2023
Q4 		$234K Buy
3,018
+63
+2% +$5.02K 0.04% 284
2023
Q3 		$256K Hold
2,955
– – 0.05% 271
2023
Q2 		$246K Hold
2,955
– – 0.05% 276
2023
Q1 		$302K Hold
2,955
– – 0.06% 251
2022
Q4 		$260K Sell
2,955
-673
-19% -$53.1K 0.06% 268
2022
Q3 		$290K Sell
3,628
-264
-7% -$25.2K 0.07% 243
2022
Q2 		$442K Sell
3,892
-262
-6% -$25.7K 0.11% 191
2022
Q1 		$452K Sell
4,154
-109
-3% -$12.6K 0.1% 208
2021
Q4 		$506K Sell
4,263
-33
-0.8% -$4.81K 0.12% 191
2021
Q3 		$636K Sell
4,296
-267
-6% -$48.6K 0.17% 141
2021
Q2 		$1.03M Sell
4,563
-137
-3% -$30.4K 0.28% 84
2021
Q1 		$1.07M Sell
4,700
-84
-2% -$20.6K 0.32% 72
2020
Q4 		$1.11M Sell
4,784
-255
-5% -$70.8K 0.36% 57
2020
Q3 		$1.53M Sell
5,039
-705
-12% -$186K 0.58% 30
2020
Q2 		$1.24M Sell
5,744
-23
-0.4% -$4.79K 0.5% 40
2020
Q1 		$1.18M Sell
5,767
-167
-3% -$34.9K 0.52% 42
2019
Q4 		$1.26M Buy
5,934
+87
+1% +$16.3K 0.46% 54
2019
Q3 		$978K Buy
5,847
+875
+18% +$150K 0.76% 37
2019
Q2 		$843K Sell
4,972
-81
-2% -$14K 0.68% 47
2019
Q1 		$922K Buy
5,053
+124
+3% +$20.9K 0.78% 40
2018
Q4 		$676K Buy
+4,929
New +$729K 0.65% 49

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's BABA Position: Q2 2024 in Review

9258 Wealth Management sold out of Alibaba (BABA) in Q2 2024, closing a stake of 3,019 shares — an estimated $218K sold.

9258 Wealth Management first reported a position in BABA in Q4 2018 and held it in 22 quarters. The position peaked at $1.53M in Q3 2020. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • 9258 Wealth Management reported no remaining Alibaba position as of Q2 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 3,019 Alibaba shares in Q2 2024, an estimated $218K.
  • 9258 Wealth Management first reported a position in Alibaba in Q4 2018 and held it in 22 quarters.
  • 9258 Wealth Management's Alibaba position peaked at $1.53M in Q3 2020.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.