Concord Wealth Partners’s Alibaba BABA Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-96	Closed	-$12.7K	–	865
2025 Q1	$12.7K	Hold	96	–	–	﹤0.01%	486
2024 Q4	$8.14K	Sell	96 -159	-62%	-$15K	﹤0.01%	542
2024 Q3	$27.1K	Buy	255 +155	+155%	+$12.7K	﹤0.01%	426
2024 Q2	$7.2K	Sell	100 -206	-67%	-$15.8K	﹤0.01%	543
2024 Q1	$22.1K	Buy	306 +57	+23%	+$4.18K	﹤0.01%	475
2023 Q4	$19.3K	Sell	249 -207	-45%	-$16.5K	﹤0.01%	482
2023 Q3	$39.6K	Sell	456 -10	-2%	-$915	0.01%	409
2023 Q2	$38.8K	Buy	466 +49	+12%	+$4.29K	0.01%	399
2023 Q1	$42.6K	Sell	417 -108	-21%	-$10.8K	0.01%	368
2022 Q4	$46.2K	Buy	+525	New	+$41.4K	0.01%	388
2022 Q3	–	Sell	-517	Closed	-$59K	–	239
2022 Q2	$59K	Sell	517 -81	-14%	-$7.94K	0.02%	336
2022 Q1	$65K	Buy	598 +4	+0.7%	+$461	0.02%	382
2021 Q4	$71K	Buy	594 +465	+360%	+$67.7K	0.02%	377
2021 Q3	$19K	Sell	129 -237	-65%	-$43.1K	0.01%	375
2021 Q2	$83K	Sell	366 -62	-14%	-$13.8K	0.02%	266
2021 Q1	$97K	Buy	428 +199	+87%	+$48.9K	0.03%	222
2020 Q4	$53K	Buy	+229	New	+$63.6K	0.04%	197

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

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

Fidelity Investments

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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