EWM
BABA icon

Echo Wealth Management’s Alibaba BABA Stock Holding History

Echo 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
2021
Q3 		– Sell
-300
Closed -$1K – 51
2021
Q2 		$1K Hold
300
– – ﹤0.01% 52
2021
Q1 		$5K Hold
300
– – 0.01% 57
2020
Q4 		$9K Buy
+300
New +$83.3K 0.01% 53

Other funds holding BABA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.