BWA
BABA icon

BDO Wealth Advisors’s Alibaba BABA Stock Holding History

BDO Wealth Advisors’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 		$404K Buy
4,850
+4,292
+769% +$376K 0.05% 193
2023
Q1 		$57K Hold
558
– – 0.01% 404
2022
Q4 		$49.2K Sell
558
-43
-7% -$3.39K 0.01% 417
2022
Q3 		$48K Sell
601
-40
-6% -$3.81K 0.01% 405
2022
Q2 		$73K Buy
641
+83
+15% +$8.14K 0.01% 363
2022
Q1 		$61K Hold
558
– – 0.01% 397
2021
Q4 		$66K Sell
558
-100
-15% -$14.6K 0.01% 400
2021
Q3 		$97K Sell
658
-1,563
-70% -$284K 0.01% 354
2021
Q2 		$504K Sell
2,221
-107
-5% -$23.8K 0.06% 186
2021
Q1 		$528K Buy
2,328
+545
+31% +$134K 0.06% 171
2020
Q4 		$415K Buy
1,783
+150
+9% +$41.6K 0.06% 161
2020
Q3 		$480K Sell
1,633
-173
-10% -$45.6K 0.08% 133
2020
Q2 		$390K Sell
1,806
-75
-4% -$15.6K 0.07% 144
2020
Q1 		$366K Buy
1,881
+1,806
+2,408% +$377K 0.07% 143
2019
Q4 		$16K Hold
75
– – ﹤0.01% 402
2019
Q3 		$13K Hold
75
– – ﹤0.01% 437
2019
Q2 		$13K Hold
75
– – ﹤0.01% 422
2019
Q1 		$14K Hold
75
– – ﹤0.01% 397
2018
Q4 		$10K Sell
75
-375
-83% -$55.4K ﹤0.01% 405
2018
Q3 		$74K Buy
450
+75
+20% +$13.3K 0.02% 248
2018
Q2 		$70K Buy
375
+300
+400% +$57.2K 0.02% 254
2018
Q1 		$14K Hold
75
– – 0.01% 360
2017
Q4 		$13K Sell
75
-75
-50% -$13.4K 0.01% 311
2017
Q3 		$26K Buy
+150
New +$24.3K 0.01% 240

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BDO Wealth Advisors's BABA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Alibaba (BABA) stake by 769% in Q2 2023, buying an estimated $376K and bringing the position to 4,850 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #193.

BDO Wealth Advisors first reported a position in BABA in Q3 2017 and has held it in 24 quarters since. The position peaked at $528K in Q1 2021. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • BDO Wealth Advisors held 4,850 shares of Alibaba worth $404K as of Q2 2023.
  • BDO Wealth Advisors bought 4,292 Alibaba shares in Q2 2023, an estimated $376K.
  • Alibaba made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #193 holding.
  • BDO Wealth Advisors first reported a position in Alibaba in Q3 2017 and has held it in 24 quarters since.
  • BDO Wealth Advisors's Alibaba position peaked at $528K in Q1 2021.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.