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BerganKDV Wealth Management’s Alibaba BABA Stock Holding History

BerganKDV 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
Q2 		$176K Hold
2,110
– – 0.02% 236
2023
Q1 		$216K Hold
2,110
– – 0.02% 227
2022
Q4 		$186K Sell
2,110
-3,500
-62% -$276K 0.02% 239
2022
Q3 		$449K Sell
5,610
-28
-0.5% -$2.67K 0.05% 170
2022
Q2 		$641K Buy
5,638
+5,500
+3,986% +$539K 0.07% 155
2022
Q1 		$15K Sell
138
-250
-64% -$28.8K ﹤0.01% 545
2021
Q4 		$46K Sell
388
-106
-21% -$15.4K ﹤0.01% 436
2021
Q3 		$73K Buy
494
+250
+102% +$45.5K 0.01% 357
2021
Q2 		$55K Buy
244
+66
+37% +$14.7K 0.01% 375
2021
Q1 		$40K Sell
178
-116
-39% -$28.5K 0.01% 396
2020
Q4 		$68K Buy
294
+224
+320% +$62.2K 0.01% 317
2020
Q3 		$21K Sell
70
-620
-90% -$163K ﹤0.01% 419
2020
Q2 		$149K Sell
690
-190
-22% -$39.6K 0.03% 240
2020
Q1 		$171K Hold
880
– – 0.04% 219
2019
Q4 		$187K Hold
880
– – 0.03% 227
2019
Q3 		$147K Sell
880
-554
-39% -$95.2K 0.03% 229
2019
Q2 		$243K Buy
1,434
+250
+21% +$43.1K 0.05% 196
2019
Q1 		$216K Buy
1,184
+939
+383% +$158K 0.04% 203
2018
Q4 		$34K Buy
+245
New +$36.2K 0.01% 340

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BerganKDV Wealth Management's BABA Position: Q2 2023 in Review

BerganKDV Wealth Management held its Alibaba (BABA) position steady in Q2 2023 at 2,110 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #236.

BerganKDV Wealth Management first reported a position in BABA in Q4 2018 and has held it in 19 quarters since. The position peaked at $641K in Q2 2022. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • BerganKDV Wealth Management held 2,110 shares of Alibaba worth $176K as of Q2 2023.
  • BerganKDV Wealth Management left its Alibaba share count unchanged in Q2 2023.
  • Alibaba made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #236 holding.
  • BerganKDV Wealth Management first reported a position in Alibaba in Q4 2018 and has held it in 19 quarters since.
  • BerganKDV Wealth Management's Alibaba position peaked at $641K in Q2 2022.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.