Evoke Wealth’s Alibaba BABA Stock Holding History

Evoke 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	$204K	Sell	1,623 -244	-13%	-$36.7K	﹤0.01%	664
2025 Q4	$274K	Buy	1,867 +331	+22%	+$53.9K	0.01%	543
2025 Q3	$275K	Buy	+1,536	New	+$201K	0.01%	524
2023 Q3	–	Sell	-2,458	Closed	-$205K	–	375
2023 Q2	$205K	Sell	2,458 -302	-11%	-$26.4K	0.01%	341
2023 Q1	$282K	Buy	2,760 +36	+1%	+$3.61K	0.01%	280
2022 Q4	$240K	Buy	2,724 +224	+9%	+$17.7K	0.01%	315
2022 Q3	$200K	Hold	2,500	–	–	0.01%	323
2022 Q2	$284K	Sell	2,500 -1,623	-39%	-$159K	0.01%	272
2022 Q1	$449K	Sell	4,123 -104	-2%	-$12K	0.01%	246
2021 Q4	$502K	Buy	4,227 +56	+1%	+$8.15K	0.02%	240
2021 Q3	$617K	Sell	4,171 -923	-18%	-$168K	0.02%	213
2021 Q2	$1.16M	Buy	5,094 +577	+13%	+$128K	0.04%	160
2021 Q1	$1.02M	Buy	4,517 +819	+22%	+$201K	0.05%	152
2020 Q4	$861K	Sell	3,698 -240	-6%	-$66.6K	0.06%	107
2020 Q3	$1.16M	Sell	3,938 -4	-0.1%	-$1.05K	0.09%	63
2020 Q2	$850K	Buy	3,942 +169	+4%	+$35.2K	0.08%	75
2020 Q1	$734K	Sell	3,773 -1,235	-25%	-$258K	0.1%	67
2019 Q4	$1.06M	Buy	5,008 +227	+5%	+$42.6K	0.14%	72
2019 Q3	$800K	Buy	+4,781	New	+$822K	0.1%	107

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