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Forefront Wealth Management’s Alibaba BABA Stock Holding History

Forefront 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
2023
Q3 		$2.05M Buy
23,605
+30
+0.1% +$2.75K 2.87% 13
2023
Q2 		$1.96M Buy
+23,575
New +$2.06M 2.6% 17
2022
Q3 		– Sell
-1,837
Closed -$209K – 45
2022
Q2 		$209K Buy
+1,837
New +$180K 0.28% 44

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Wealth Management's BABA Position: Q3 2023 in Review

Forefront Wealth Management increased its Alibaba (BABA) stake by 0.13% in Q3 2023, buying an estimated $2.75K and bringing the position to 23,605 shares worth $2.05M. The position accounts for 2.87% of the portfolio, ranked #13.

Forefront Wealth Management first reported a position in BABA in Q2 2022 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • Forefront Wealth Management held 23,605 shares of Alibaba worth $2.05M as of Q3 2023.
  • Forefront Wealth Management bought 30 Alibaba shares in Q3 2023, an estimated $2.75K.
  • Alibaba made up 2.87% of Forefront Wealth Management's portfolio in Q3 2023, its #13 holding.
  • Forefront Wealth Management first reported a position in Alibaba in Q2 2022 and has held it in 3 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.