Cassady Schiller Wealth Management’s Alibaba BABA Stock Holding History

Cassady Schiller 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
2024 Q4	$509	Buy	+6	New	+$567	﹤0.01%	972
2024 Q1	–	Sell	-115	Closed	-$8.91K	–	497
2023 Q4	$8.91K	Hold	115	–	–	﹤0.01%	329
2023 Q3	$9.97K	Hold	115	–	–	0.01%	330
2023 Q2	$9.59K	Hold	115	–	–	0.01%	340
2023 Q1	$11.8K	Hold	115	–	–	0.01%	310
2022 Q4	$10.1K	Buy	+115	New	+$9.07K	0.01%	317
2022 Q1	–	Sell	-175	Closed	-$21K	–	154
2021 Q4	$21K	Buy	+175	New	+$25.5K	0.01%	267

Other funds holding BABA

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cassady Schiller Wealth Management's BABA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Alibaba (BABA) in Q4 2024: 6 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BABA as recently as Q4 2023.

Cassady Schiller Wealth Management first reported a position in BABA in Q4 2021 and has held it in 7 quarters since. The position peaked at $21K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Alibaba worth $509 as of Q4 2024.
Alibaba was a new Cassady Schiller Wealth Management position in Q4 2024.
Alibaba made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #972 holding.
Cassady Schiller Wealth Management first reported a position in Alibaba in Q4 2021 and has held it in 7 quarters since.
Cassady Schiller Wealth Management's Alibaba position peaked at $21K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.