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Curi Wealth Management’s Alibaba BABA Stock Holding History

Curi 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
2022
Q3 		– Sell
-33
Closed -$4K – 233
2022
Q2 		$4K Buy
33
+6
+22% +$588 ﹤0.01% 467
2022
Q1 		$2K Hold
27
– – ﹤0.01% 445
2021
Q4 		$3K Buy
+27
New +$3.93K ﹤0.01% 391
2021
Q1 		– Sell
-275
Closed -$64K – 131
2020
Q4 		$64K Buy
+275
New +$76.3K 0.05% 140

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's BABA Position: Q3 2022 in Review

Curi Wealth Management sold out of Alibaba (BABA) in Q3 2022, closing a stake of 33 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in BABA in Q4 2020 and held it in 4 quarters. The position peaked at $64K in Q4 2020. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

  • Curi Wealth Management reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 33 Alibaba shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Alibaba in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Alibaba position peaked at $64K in Q4 2020.
  • 1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.