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Avitas Wealth Management’s Alibaba BABA Stock Holding History

Avitas 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
Q4 		$839K Buy
+9,892
New +$934K 0.12% 141
2023
Q4 		– Sell
-14,079
Closed -$1.22M – 198
2023
Q3 		$1.22M Buy
14,079
+2,404
+21% +$220K 0.23% 109
2023
Q2 		$973K Sell
11,675
-47
-0.4% -$4.11K 0.18% 124
2023
Q1 		$1.2M Buy
+11,722
New +$1.17M 0.23% 113
2022
Q3 		– Sell
-4,929
Closed -$560K – 185
2022
Q2 		$560K Buy
4,929
+2,202
+81% +$216K 0.12% 140
2022
Q1 		$297K Sell
2,727
-1,890
-41% -$218K 0.05% 179
2021
Q4 		$548K Buy
4,617
+131
+3% +$19.1K 0.09% 153
2021
Q3 		$664K Sell
4,486
-51
-1% -$9.28K 0.12% 152
2021
Q2 		$1.03M Buy
4,537
+130
+3% +$28.9K 0.18% 140
2021
Q1 		$999K Sell
4,407
-2,183
-33% -$536K 0.2% 138
2020
Q4 		$1.53M Buy
6,590
+2,540
+63% +$705K 0.31% 121
2020
Q3 		$1.19M Buy
4,050
+204
+5% +$53.7K 0.33% 106
2020
Q2 		$830K Sell
3,846
-2,038
-35% -$424K 0.28% 106
2020
Q1 		$1.14M Sell
5,884
-1,705
-22% -$356K 0.52% 73
2019
Q4 		$1.61M Sell
7,589
-9
-0.1% -$1.69K 0.41% 91
2019
Q3 		$1.27M Buy
7,598
+42
+0.6% +$7.22K 0.35% 96
2019
Q2 		$1.28M Sell
7,556
-191
-2% -$33K 0.36% 98
2019
Q1 		$1.41M Sell
7,747
-370
-5% -$62.2K 0.41% 92
2018
Q4 		$1.11M Buy
8,117
+2,179
+37% +$322K 0.37% 95
2018
Q3 		$978K Buy
5,938
+1,260
+27% +$223K 0.28% 111
2018
Q2 		$868K Buy
+4,678
New +$892K 0.27% 116

Other funds holding BABA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avitas Wealth Management's BABA Position: Q4 2024 in Review

Avitas Wealth Management opened a new position in Alibaba (BABA) in Q4 2024: 9,892 shares worth $839K. The stake represents 0.12% of the portfolio and ranks #141 among its holdings. This is a return to the name: Avitas Wealth Management previously reported a position in BABA as recently as Q3 2023.

Avitas Wealth Management first reported a position in BABA in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.61M in Q4 2019. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

  • Avitas Wealth Management held 9,892 shares of Alibaba worth $839K as of Q4 2024.
  • Alibaba was a new Avitas Wealth Management position in Q4 2024.
  • Alibaba made up 0.12% of Avitas Wealth Management's portfolio in Q4 2024, its #141 holding.
  • Avitas Wealth Management first reported a position in Alibaba in Q2 2018 and has held it in 21 quarters since.
  • Avitas Wealth Management's Alibaba position peaked at $1.61M in Q4 2019.
  • 1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.