Carolina Wealth Advisors’s Alibaba BABA Stock Holding History

Carolina 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
2025 Q3	–	Sell	-13	Closed	-$1.47K	–	241
2025 Q2	$1.47K	Hold	13	–	–	﹤0.01%	230
2025 Q1	$1.72K	Hold	13	–	–	﹤0.01%	235
2024 Q4	$1.1K	Sell	13 -17	-57%	-$1.61K	﹤0.01%	259
2024 Q3	$3.18K	Buy	+30	New	+$2.46K	﹤0.01%	257
2023 Q4	–	Sell	-29	Closed	-$2.52K	–	248
2023 Q3	$2.52K	Hold	29	–	–	﹤0.01%	212
2023 Q2	$2.42K	Hold	29	–	–	﹤0.01%	208
2023 Q1	$2.96K	Hold	29	–	–	﹤0.01%	206
2022 Q4	$3K	Hold	29	–	–	﹤0.01%	189
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	203
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	212
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	230
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	232
2021 Q3	$4K	Hold	29	–	–	﹤0.01%	216
2021 Q2	$7K	Hold	29	–	–	﹤0.01%	204
2021 Q1	$7K	Hold	29	–	–	0.01%	221
2020 Q4	$7K	Hold	29	–	–	0.01%	162
2020 Q3	$9K	Hold	29	–	–	0.01%	136
2020 Q2	$6K	Hold	29	–	–	0.01%	132
2020 Q1	$6K	Hold	29	–	–	0.01%	123
2019 Q4	$6K	Buy	+29	New	+$5.44K	0.01%	143

Other funds holding BABA

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return