Bard Financial Services’s Alibaba BABA Stock Holding History

Bard Financial 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
2023 Q2	–	Sell	-2,000	Closed	-$204K	–	321
2023 Q1	$204K	Buy	+2,000	New	+$200K	0.02%	301
2022 Q3	–	Sell	-2,000	Closed	-$227K	–	293
2022 Q2	$227K	Hold	2,000	–	–	0.02%	261
2022 Q1	$218K	Buy	2,000 +250	+14%	+$28.8K	0.02%	271
2021 Q4	$208K	Hold	1,750	–	–	0.02%	267
2021 Q3	$259K	Sell	1,750 -1,790	-51%	-$326K	0.02%	237
2021 Q2	$803K	Hold	3,540	–	–	0.07%	158
2021 Q1	$803K	Sell	3,540 -15	-0.4%	-$3.68K	0.08%	151
2020 Q4	$827K	Buy	+3,555	New	+$987K	0.08%	146

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bard Financial Services's BABA Position: Q2 2023 in Review

Bard Financial Services sold out of Alibaba (BABA) in Q2 2023, closing a stake of 2,000 shares — an estimated $204K sold.

Bard Financial Services first reported a position in BABA in Q4 2020 and held it in 8 quarters. The position peaked at $827K in Q4 2020. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Bard Financial Services reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Bard Financial Services sold 2,000 Alibaba shares in Q2 2023, an estimated $204K.
Bard Financial Services first reported a position in Alibaba in Q4 2020 and held it in 8 quarters.
Bard Financial Services's Alibaba position peaked at $827K in Q4 2020.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Bard Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.