Atria Wealth Solutions’s Alibaba BABA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.04M	Sell	9,081 -32,575	-78%	-$3.86M	0.02%	623
2025 Q1	$5.51M	Buy	41,656 +5,398	+15%	+$622K	0.07%	312
2024 Q4	$3.07M	Buy	36,258 +12,452	+52%	+$1.18M	0.03%	498
2024 Q3	$2.53M	Buy	23,806 +8,913	+60%	+$729K	0.03%	549
2024 Q2	$1.07M	Sell	14,893 -3,136	-17%	-$240K	0.01%	867
2024 Q1	$1.3M	Sell	18,029 -910	-5%	-$66.7K	0.01%	794
2023 Q4	$1.47M	Sell	18,939 -3,820	-17%	-$304K	0.02%	715
2023 Q3	$1.97M	Buy	22,759 +2,285	+11%	+$209K	0.03%	566
2023 Q2	$1.71M	Sell	20,474 -4,065	-17%	-$356K	0.02%	618
2023 Q1	$2.51M	Sell	24,539 -230	-0.9%	-$23K	0.04%	463
2022 Q4	$2.18M	Sell	24,769 -3,609	-13%	-$285K	0.04%	482
2022 Q3	$2.27M	Buy	28,378 +17,408	+159%	+$1.66M	0.04%	437
2022 Q2	$1.25M	Sell	10,970 -13,367	-55%	-$1.31M	0.03%	611
2022 Q1	$2.65M	Buy	+24,337	New	+$2.8M	0.04%	401

Other funds holding BABA

Primecap Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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