AAS
BABA icon

Avantax Advisory Services’s Alibaba BABA Stock Holding History

Avantax Advisory Services’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 		$2.05M Sell
18,090
-2,394
-12% -$283K 0.01% 784
2025
Q1 		$2.71M Buy
20,484
+1,160
+6% +$134K 0.02% 620
2024
Q4 		$1.64M Buy
19,324
+1,821
+10% +$172K 0.01% 817
2024
Q3 		$1.86M Sell
17,503
-830
-5% -$67.9K 0.01% 735
2024
Q2 		$1.32M Buy
18,333
+5,804
+46% +$445K 0.01% 838
2024
Q1 		$907K Buy
12,529
+1,528
+14% +$112K 0.01% 790
2023
Q4 		$853K Sell
11,001
-988
-8% -$78.7K 0.01% 779
2023
Q3 		$1.04M Buy
11,989
+870
+8% +$79.6K 0.01% 676
2023
Q2 		$927K Sell
11,119
-653
-6% -$57.2K 0.01% 707
2023
Q1 		$1.2M Sell
11,772
-1,297
-10% -$130K 0.01% 595
2022
Q4 		$1.15M Sell
13,069
-499
-4% -$39.3K 0.02% 591
2022
Q3 		$1.08M Buy
13,568
+216
+2% +$20.6K 0.02% 537
2022
Q2 		$1.52M Buy
13,352
+1,215
+10% +$119K 0.02% 443
2022
Q1 		$1.32M Buy
12,137
+1,290
+12% +$149K 0.02% 471
2021
Q4 		$1.29M Sell
10,847
-1,883
-15% -$274K 0.02% 457
2021
Q3 		$1.89M Sell
12,730
-4,192
-25% -$763K 0.03% 348
2021
Q2 		$3.84M Buy
16,922
+827
+5% +$184K 0.07% 208
2021
Q1 		$3.65M Buy
16,095
+1,710
+12% +$420K 0.08% 189
2020
Q4 		$3.34M Sell
14,385
-22,149
-61% -$6.15M 0.08% 177
2020
Q3 		$10.7M Buy
36,534
+21,048
+136% +$5.55M 0.17% 105
2020
Q2 		$3.35M Sell
15,486
-1,900
-11% -$396K 0.1% 155
2020
Q1 		$3.38M Sell
17,386
-1,381
-7% -$288K 0.1% 136
2019
Q4 		$3.98M Buy
18,767
+10,803
+136% +$2.03M 0.09% 135
2019
Q3 		$1.33M Sell
7,964
-358
-4% -$61.5K 0.05% 177
2019
Q2 		$1.41M Buy
8,322
+1,496
+22% +$258K 0.06% 153
2019
Q1 		$1.25M Buy
6,826
+477
+8% +$80.2K 0.07% 151
2018
Q4 		$871K Buy
+6,349
New +$939K 0.15% 145

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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
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
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's BABA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Alibaba (BABA) stake by 12% in Q2 2025, selling an estimated $283K and leaving 18,090 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #784.

Avantax Advisory Services first reported a position in BABA in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.7M in Q3 2020. 1,271 funds tracked by Wall St. Rank hold BABA as of Q2 2025.

  • Avantax Advisory Services held 18,090 shares of Alibaba worth $2.05M as of Q2 2025.
  • Avantax Advisory Services sold 2,394 Alibaba shares in Q2 2025, an estimated $283K.
  • Alibaba made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #784 holding.
  • Avantax Advisory Services first reported a position in Alibaba in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Alibaba position peaked at $10.7M in Q3 2020.
  • 1,271 funds tracked by Wall St. Rank held Alibaba as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.