CreativeOne Wealth’s Alibaba BABA Stock Holding History

CreativeOne Wealth’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
2026 Q1	$518K	Buy	4,126 +1,399	+51%	+$210K	0.01%	796
2025 Q4	$400K	Sell	2,727 -629	-19%	-$102K	0.01%	858
2025 Q3	$600K	Sell	3,356 -1,163	-26%	-$152K	0.01%	712
2025 Q2	$513K	Sell	4,519 -880	-16%	-$104K	0.01%	733
2025 Q1	$714K	Sell	5,399 -433	-7%	-$49.9K	0.02%	585
2024 Q4	$495K	Buy	5,832 +946	+19%	+$89.4K	0.02%	697
2024 Q3	$518K	Buy	+4,886	New	+$400K	0.02%	621
2024 Q2	–	Sell	-11,782	Closed	-$853K	–	773
2024 Q1	$853K	Buy	+11,782	New	+$863K	0.03%	413
2022 Q1	–	Sell	-1,898	Closed	-$225K	–	736
2021 Q4	$225K	Buy	+1,898	New	+$276K	0.01%	680
2021 Q3	–	Sell	-1,439	Closed	-$326K	–	691
2021 Q2	$326K	Sell	1,439 -878	-38%	-$195K	0.02%	507
2021 Q1	$525K	Sell	2,317 -493	-18%	-$121K	0.04%	321
2020 Q4	$654K	Buy	+2,810	New	+$780K	0.05%	250

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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