Fortis Advisors’s Alibaba BABA Stock Holding History

Fortis Advisors’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	-118	Closed	-$12.1K	–	105
2023 Q1	$12.1K	Hold	118	–	–	0.01%	204
2022 Q4	$10.4K	Hold	118	–	–	0.01%	207
2022 Q3	$9K	Hold	118	–	–	0.01%	205
2022 Q2	$13K	Sell	118 -200	-63%	-$19.6K	0.01%	212
2022 Q1	$35K	Hold	318	–	–	0.02%	193
2021 Q4	$38K	Hold	318	–	–	0.02%	173
2021 Q3	$47K	Hold	318	–	–	0.03%	176
2021 Q2	$72K	Hold	318	–	–	0.04%	168
2021 Q1	$72K	Buy	318 +200	+169%	+$49.1K	0.05%	131
2020 Q4	$27K	Hold	118	–	–	0.02%	124
2020 Q3	$35K	Hold	118	–	–	0.03%	116
2020 Q2	$25K	Hold	118	–	–	0.02%	137
2020 Q1	$23K	Sell	118 -459	-80%	-$95.8K	0.02%	223
2019 Q4	$122K	Hold	577	–	–	0.07%	164
2019 Q3	$96K	Hold	577	–	–	0.05%	181
2019 Q2	$98K	Hold	577	–	–	0.05%	178
2019 Q1	$105K	Hold	577	–	–	0.06%	169
2018 Q4	$79K	Buy	577 +139	+32%	+$20.6K	0.05%	187
2018 Q3	$72K	Hold	438	–	–	0.04%	180
2018 Q2	$85K	Hold	438	–	–	0.05%	164
2018 Q1	$84K	Buy	438 +118	+37%	+$22.2K	0.05%	151
2017 Q4	$55K	Buy	320 +164	+105%	+$29.4K	0.03%	174
2017 Q3	$27K	Hold	156	–	–	0.02%	189
2017 Q2	$22K	Hold	156	–	–	0.02%	76
2017 Q1	$16K	Buy	+156	New	+$15.9K	0.01%	70

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

Fortis Advisors's BABA Position: Q2 2023 in Review

Fortis Advisors sold out of Alibaba (BABA) in Q2 2023, closing a stake of 118 shares — an estimated $12.1K sold.

Fortis Advisors first reported a position in BABA in Q1 2017 and held it in 25 quarters. The position peaked at $122K in Q4 2019. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Fortis Advisors reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 118 Alibaba shares in Q2 2023, an estimated $12.1K.
Fortis Advisors first reported a position in Alibaba in Q1 2017 and held it in 25 quarters.
Fortis Advisors's Alibaba position peaked at $122K in Q4 2019.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.