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Baystate Wealth Management’s Alibaba BABA Stock Holding History

Baystate 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
2023
Q4 		$25.8K Buy
333
+216
+185% +$17.2K ﹤0.01% 507
2023
Q3 		$10.1K Hold
117
– – ﹤0.01% 579
2023
Q2 		$9.75K Sell
117
-115
-50% -$10.1K ﹤0.01% 580
2023
Q1 		$23.7K Buy
232
+58
+33% +$5.81K ﹤0.01% 437
2022
Q4 		$15K Hold
174
– – ﹤0.01% 505
2022
Q3 		$14K Hold
174
– – ﹤0.01% 485
2022
Q2 		$20K Sell
174
-1
-0.6% -$98 ﹤0.01% 450
2022
Q1 		$19K Sell
175
-137
-44% -$15.8K ﹤0.01% 464
2021
Q4 		$37K Hold
312
– – ﹤0.01% 363
2021
Q3 		$46K Hold
312
– – ﹤0.01% 307
2021
Q2 		$71K Sell
312
-1
-0.3% -$222 0.01% 240
2021
Q1 		$71K Sell
313
-48
-13% -$11.8K 0.01% 226
2020
Q4 		$84K Sell
361
-352
-49% -$97.7K 0.01% 193
2020
Q3 		$210K Buy
713
+402
+129% +$106K 0.03% 114
2020
Q2 		$67K Buy
311
+135
+77% +$28.1K 0.01% 197
2020
Q1 		$34K Buy
+176
New +$36.7K ﹤0.01% 228
2019
Q1 		– Sell
-200
Closed -$31K – 666
2018
Q4 		$31K Buy
+200
New +$29.6K ﹤0.01% 259
2018
Q3 		– Sell
-49
Closed -$9K – 684
2018
Q2 		$9K Hold
49
– – ﹤0.01% 382
2018
Q1 		$7K Sell
49
-1,034
-95% -$195K ﹤0.01% 383
2017
Q4 		$199K Buy
1,083
+1,034
+2,110% +$185K 0.03% 84
2017
Q3 		$9K Hold
49
– – ﹤0.01% 356
2017
Q2 		$7K Hold
49
– – ﹤0.01% 380
2017
Q1 		$5K Sell
49
-100
-67% -$10.2K ﹤0.01% 384
2016
Q4 		$13K Buy
+149
New +$14.3K ﹤0.01% 272

Other funds holding BABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baystate Wealth Management's BABA Position: Q4 2023 in Review

Baystate Wealth Management increased its Alibaba (BABA) stake by 185% in Q4 2023, buying an estimated $17.2K and bringing the position to 333 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Baystate Wealth Management first reported a position in BABA in Q4 2016 and has held it in 24 quarters since. The position peaked at $210K in Q3 2020. 1,155 funds tracked by Wall St. Rank hold BABA as of Q4 2023.

  • Baystate Wealth Management held 333 shares of Alibaba worth $25.8K as of Q4 2023.
  • Baystate Wealth Management bought 216 Alibaba shares in Q4 2023, an estimated $17.2K.
  • Alibaba made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #507 holding.
  • Baystate Wealth Management first reported a position in Alibaba in Q4 2016 and has held it in 24 quarters since.
  • Baystate Wealth Management's Alibaba position peaked at $210K in Q3 2020.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.