Avion Wealth’s Alibaba BABA Stock Holding History

Avion Wealth’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
2026 Q1	$17K	Buy	+142	New	+$21.3K	﹤0.01%	366
2023 Q1	–	Sell	-250	Closed	-$19K	–	536
2022 Q4	$19K	Hold	250	–	–	0.01%	212
2022 Q3	$20K	Sell	250 -34	-12%	-$3.24K	0.01%	211
2022 Q2	$32K	Buy	284 +34	+14%	+$3.33K	0.01%	170
2022 Q1	$27K	Hold	250	–	–	0.01%	165
2021 Q4	$30K	Hold	250	–	–	0.01%	155
2021 Q3	$37K	Hold	250	–	–	0.01%	146
2021 Q2	$57K	Hold	250	–	–	0.02%	121
2021 Q1	$57K	Sell	250 -5	-2%	-$1.23K	0.02%	114
2020 Q4	$59K	Hold	255	–	–	0.02%	111
2020 Q3	$75K	Hold	255	–	–	0.03%	72
2020 Q2	$55K	Hold	255	–	–	0.02%	82
2020 Q1	$50K	Buy	+255	New	+$53.2K	0.02%	83

Other funds holding BABA

JP Morgan Chase

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

Primecap Management

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

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

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

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

Fidelity Investments

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return