BFA
BABA icon

Beaumont Financial Advisors’s Alibaba BABA Stock Holding History

Beaumont Financial 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
2025
Q1 		– Sell
-105,866
Closed -$8.98M – 369
2024
Q4 		$8.98M Buy
+105,866
New +$10M 0.67% 38
2024
Q3 		– Sell
-84,875
Closed -$6.11M – 353
2024
Q2 		$6.11M Buy
84,875
+4,890
+6% +$375K 0.49% 45
2024
Q1 		$5.79M Buy
+79,985
New +$5.86M 0.48% 46
2022
Q1 		– Sell
-2,212
Closed -$263K – 358
2021
Q4 		$263K Buy
2,212
+65
+3% +$9.47K 0.02% 296
2021
Q3 		$318K Sell
2,147
-146
-6% -$26.6K 0.02% 265
2021
Q2 		$520K Hold
2,293
– – 0.04% 204
2021
Q1 		$520K Buy
2,293
+1,091
+91% +$268K 0.04% 190
2020
Q4 		$280K Sell
1,202
-158
-12% -$43.9K 0.02% 281
2020
Q3 		$400K Buy
1,360
+158
+13% +$41.6K 0.04% 216
2020
Q2 		$259K Buy
1,202
+150
+14% +$31.2K 0.03% 242
2020
Q1 		$205K Buy
+1,052
New +$220K 0.03% 220

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beaumont Financial Advisors's BABA Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of Alibaba (BABA) in Q1 2025, closing a stake of 105,866 shares — an estimated $8.98M sold.

Beaumont Financial Advisors first reported a position in BABA in Q1 2020 and held it in 11 quarters. The position peaked at $8.98M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining Alibaba position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 105,866 Alibaba shares in Q1 2025, an estimated $8.98M.
  • Beaumont Financial Advisors first reported a position in Alibaba in Q1 2020 and held it in 11 quarters.
  • Beaumont Financial Advisors's Alibaba position peaked at $8.98M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.