Echo Wealth Management’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,037
Closed -$221K 44
2023
Q4
$221K Sell
3,037
-181
-6% -$14.4K 0.21% 39
2023
Q3
$279K Sell
3,218
-496
-13% -$45.4K 0.3% 33
2023
Q2
$347K Sell
3,714
-268
-7% -$23.5K 0.37% 32
2023
Q1
$407K Sell
3,982
-94
-2% -$9.42K 0.45% 31
2022
Q4
$477K Sell
4,076
-944
-19% -$74.4K 0.51% 30
2022
Q3
$317K Buy
5,020
+8
+0.2% +$762 0.42% 30
2022
Q2
$613K Buy
5,012
+96
+2% +$9.41K 0.82% 23
2022
Q1
$466K Sell
4,916
-349
-7% -$40.2K 0.55% 31
2021
Q4
$675K Sell
5,265
-491
-9% -$71.5K 0.77% 27
2021
Q3
$930K Buy
5,756
+632
+12% +$115K 1.1% 23
2021
Q2
$1.02M Sell
5,124
-218
-4% -$48.4K 1.31% 21
2021
Q1
$1.21M Sell
5,342
-71
-1% -$17.4K 1.52% 19
2020
Q4
$1.26M Buy
+5,413
New +$1.5M 1.65% 16

Other funds holding BABA

Echo Wealth Management's BABA Position: Q1 2024 in Review

Echo Wealth Management sold out of Alibaba (BABA) in Q1 2024, closing a stake of 3,037 shares — an estimated $221K sold.

Echo Wealth Management first reported a position in BABA in Q4 2020 and held it in 13 quarters. The position peaked at $1.26M in Q4 2020. 1,124 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

  • Echo Wealth Management reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
  • Echo Wealth Management sold 3,037 Alibaba shares in Q1 2024, an estimated $221K.
  • Echo Wealth Management first reported a position in Alibaba in Q4 2020 and held it in 13 quarters.
  • Echo Wealth Management's Alibaba position peaked at $1.26M in Q4 2020.
  • 1,124 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Echo Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.