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First Trust Direct Indexing’s Alibaba BABA Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-4,857
Closed -$515K – 89
2024
Q3 		$515K Buy
4,857
+143
+3% +$11.7K 0.03% 536
2024
Q2 		$339K Sell
4,714
-2,995
-39% -$230K 0.02% 616
2024
Q1 		$558K Sell
7,709
-241
-3% -$17.7K 0.04% 444
2023
Q4 		$616K Sell
7,950
-3,478
-30% -$277K 0.06% 394
2023
Q3 		$991K Buy
11,428
+2,006
+21% +$184K 0.11% 202
2023
Q2 		$785K Buy
9,422
+361
+4% +$31.6K 0.09% 275
2023
Q1 		$926K Buy
9,061
+1,111
+14% +$111K 0.11% 236
2022
Q4 		$700K Sell
7,950
-5,748
-42% -$453K 0.09% 284
2022
Q3 		$1.1M Buy
13,698
+2,656
+24% +$253K 0.16% 165
2022
Q2 		$1.25M Buy
11,042
+2,872
+35% +$282K 0.17% 150
2022
Q1 		$889K Buy
8,170
+4,553
+126% +$525K 0.11% 242
2021
Q4 		$430K Sell
3,617
-1,756
-33% -$256K 0.06% 392
2021
Q3 		$795K Sell
5,373
-2,832
-35% -$515K 0.11% 228
2021
Q2 		$1.86M Buy
8,205
+4,602
+128% +$1.02M 0.28% 77
2021
Q1 		$817K Buy
3,603
+80
+2% +$19.6K 0.22% 130
2020
Q4 		$820K Buy
+3,523
New +$978K 0.22% 111

Other funds holding BABA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Direct Indexing's BABA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Alibaba (BABA) in Q4 2024, closing a stake of 4,857 shares — an estimated $515K sold.

First Trust Direct Indexing first reported a position in BABA in Q4 2020 and held it in 16 quarters. The position peaked at $1.86M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Alibaba position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,857 Alibaba shares in Q4 2024, an estimated $515K.
  • First Trust Direct Indexing first reported a position in Alibaba in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Alibaba position peaked at $1.86M in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.