Financial Strategies Group’s Alibaba BABA Stock Holding History

Financial Strategies Group’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
2023 Q2	–	Sell	-15,568	Closed	-$1.59M	–	75
2023 Q1	$1.59M	Buy	15,568 +584	+4%	+$58.5K	0.61%	29
2022 Q4	$1.32M	Buy	14,984 +2,779	+23%	+$219K	0.55%	32
2022 Q3	$976K	Buy	12,205 +4,565	+60%	+$435K	0.44%	40
2022 Q2	$869K	Buy	7,640 +1,274	+20%	+$125K	0.36%	37
2022 Q1	$693K	Buy	6,366 +1,287	+25%	+$148K	0.28%	40
2021 Q4	$603K	Buy	5,079 +1,942	+62%	+$283K	0.25%	45
2021 Q3	$464K	Buy	3,137 +1,187	+61%	+$216K	0.21%	50
2021 Q2	$442K	Buy	1,950 +483	+33%	+$107K	0.2%	45
2021 Q1	$333K	Buy	1,467 +216	+17%	+$53.1K	0.17%	51
2020 Q4	$291K	Buy	1,251 +482	+63%	+$134K	0.16%	53
2020 Q3	$226K	Buy	+769	New	+$203K	0.15%	52

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Financial Strategies Group's BABA Position: Q2 2023 in Review

Financial Strategies Group sold out of Alibaba (BABA) in Q2 2023, closing a stake of 15,568 shares — an estimated $1.59M sold.

Financial Strategies Group first reported a position in BABA in Q3 2020 and held it in 11 quarters. The position peaked at $1.59M in Q1 2023. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Financial Strategies Group reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Financial Strategies Group sold 15,568 Alibaba shares in Q2 2023, an estimated $1.59M.
Financial Strategies Group first reported a position in Alibaba in Q3 2020 and held it in 11 quarters.
Financial Strategies Group's Alibaba position peaked at $1.59M in Q1 2023.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Financial Strategies Group's 13F filing for Q2 2023, filed 13 Jul 2023.