Axim Planning & Wealth’s Alibaba BABA Stock Holding History

Axim Planning & 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
2024 Q1	–	Sell	-4,253	Closed	-$330K	–	25
2023 Q4	$330K	Sell	4,253 -2,105	-33%	-$168K	0.3%	13
2023 Q3	$551K	Sell	6,358 -20,278	-76%	-$1.86M	0.49%	10
2023 Q2	$2.22M	Sell	26,636 -4,039	-13%	-$354K	1.99%	5
2023 Q1	$3.13M	Sell	30,675 -6,290	-17%	-$630K	3.1%	5
2022 Q4	$3.26M	Buy	36,965 +33,007	+834%	+$2.6M	3.35%	5
2022 Q3	$317K	Buy	3,958 +955	+32%	+$91K	0.31%	13
2022 Q2	$341K	Buy	+3,003	New	+$294K	0.26%	10

Other funds holding BABA

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Axim Planning & Wealth's BABA Position: Q1 2024 in Review

Axim Planning & Wealth sold out of Alibaba (BABA) in Q1 2024, closing a stake of 4,253 shares — an estimated $330K sold.

Axim Planning & Wealth first reported a position in BABA in Q2 2022 and held it in 7 quarters. The position peaked at $3.26M in Q4 2022. 1,124 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

Axim Planning & Wealth reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
Axim Planning & Wealth sold 4,253 Alibaba shares in Q1 2024, an estimated $330K.
Axim Planning & Wealth first reported a position in Alibaba in Q2 2022 and held it in 7 quarters.
Axim Planning & Wealth's Alibaba position peaked at $3.26M in Q4 2022.
1,124 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Axim Planning & Wealth's 13F filing for Q1 2024, filed 24 Apr 2024.