CWAF
BABA icon

Core Wealth Advisors (Florida)’s Alibaba BABA Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-7
Closed -$507 – 71
2024
Q1 		$507 Buy
+7
New +$513 ﹤0.01% 249
2021
Q4 		– Sell
-1,147
Closed -$170K – 210
2021
Q3 		$170K Buy
1,147
+1,097
+2,194% +$200K 0.11% 44
2021
Q2 		$11K Hold
50
– – 0.01% 124
2021
Q1 		$11K Hold
50
– – 0.01% 110
2020
Q4 		$12K Buy
+50
New +$13.9K 0.01% 108
2020
Q2 		– Sell
-43
Closed -$8K – 131
2020
Q1 		$8K Buy
+43
New +$8.97K 0.01% 90

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BABA Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Alibaba (BABA) in Q2 2024, closing a stake of 7 shares — an estimated $507 sold.

Core Wealth Advisors (Florida) first reported a position in BABA in Q1 2020 and held it in 6 quarters. The position peaked at $170K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Alibaba position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 7 Alibaba shares in Q2 2024, an estimated $507.
  • Core Wealth Advisors (Florida) first reported a position in Alibaba in Q1 2020 and held it in 6 quarters.
  • Core Wealth Advisors (Florida)'s Alibaba position peaked at $170K in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.