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AJ Wealth Strategies’s Alibaba BABA Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$335K Sell
4,023
-1,536
-28% -$134K 0.02% 220
2023
Q1 		$568K Buy
5,559
+2,416
+77% +$242K 0.03% 166
2022
Q4 		$277K Sell
3,143
-4,657
-60% -$367K 0.01% 246
2022
Q3 		$624K Sell
7,800
-151
-2% -$14.4K 0.04% 166
2022
Q2 		$904K Sell
7,951
-233
-3% -$22.8K 0.05% 136
2022
Q1 		$890K Sell
8,184
-366
-4% -$42.2K 0.04% 149
2021
Q4 		$1.02M Hold
8,550
– – 0.05% 138
2021
Q3 		$1.27M Sell
8,550
-1,101
-11% -$200K 0.07% 116
2021
Q2 		$2.19M Buy
9,651
+819
+9% +$182K 0.13% 77
2021
Q1 		$2M Buy
8,832
+125
+1% +$30.7K 0.14% 71
2020
Q4 		$2.03M Buy
8,707
+725
+9% +$201K 0.18% 61
2020
Q3 		$2.35M Buy
7,982
+3,757
+89% +$990K 0.24% 46
2020
Q2 		$911K Buy
4,225
+2,719
+181% +$566K 0.1% 89
2020
Q1 		$293K Buy
+1,506
New +$314K 0.04% 131
2018
Q4 		– Sell
-5,251
Closed -$865K – 95
2018
Q3 		$865K Sell
5,251
-513
-9% -$90.8K 0.16% 47
2018
Q2 		$1.07M Buy
5,764
+909
+19% +$173K 0.22% 41
2018
Q1 		$891K Buy
4,855
+1,403
+41% +$264K 0.21% 46
2017
Q4 		$595K Buy
+3,452
New +$619K 0.15% 56

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

AJ Wealth Strategies's BABA Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Alibaba (BABA) stake by 28% in Q2 2023, selling an estimated $134K and leaving 4,023 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #220.

AJ Wealth Strategies first reported a position in BABA in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.35M in Q3 2020. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • AJ Wealth Strategies held 4,023 shares of Alibaba worth $335K as of Q2 2023.
  • AJ Wealth Strategies sold 1,536 Alibaba shares in Q2 2023, an estimated $134K.
  • Alibaba made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #220 holding.
  • AJ Wealth Strategies first reported a position in Alibaba in Q4 2017 and has held it in 18 quarters since.
  • AJ Wealth Strategies's Alibaba position peaked at $2.35M in Q3 2020.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.