IWP
BABA icon

Icon Wealth Partners’s Alibaba BABA Stock Holding History

Icon Wealth Partners’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 		$123K Sell
1,413
-228
-14% -$20.9K 0.01% 352
2023
Q2 		$137K Sell
1,641
-373
-19% -$32.6K 0.01% 361
2023
Q1 		$206K Buy
+2,014
New +$202K 0.02% 309
2022
Q1 		– Sell
-1,887
Closed -$224K – 332
2021
Q4 		$224K Sell
1,887
-416
-18% -$60.6K 0.02% 300
2021
Q3 		$341K Sell
2,303
-2,245
-49% -$408K 0.04% 266
2021
Q2 		$1.03M Buy
4,548
+479
+12% +$106K 0.11% 153
2021
Q1 		$923K Sell
4,069
-634
-13% -$156K 0.12% 145
2020
Q4 		$1.09M Sell
4,703
-52
-1% -$14.4K 0.17% 110
2020
Q3 		$1.4M Sell
4,755
-2,454
-34% -$647K 0.27% 87
2020
Q2 		$1.55M Buy
7,209
+2,830
+65% +$589K 0.38% 50
2020
Q1 		$852K Buy
4,379
+423
+11% +$88.3K 0.34% 42
2019
Q4 		$839K Buy
3,956
+236
+6% +$44.3K 0.27% 53
2019
Q3 		$622K Sell
3,720
-47
-1% -$8.08K 0.21% 57
2019
Q2 		$638K Buy
3,767
+129
+4% +$22.3K 0.23% 58
2019
Q1 		$664K Buy
3,638
+180
+5% +$30.3K 0.25% 55
2018
Q4 		$474K Buy
3,458
+211
+6% +$31.2K 0.23% 69
2018
Q3 		$535K Sell
3,247
-194
-6% -$34.3K 0.22% 72
2018
Q2 		$638K Buy
3,441
+213
+7% +$40.6K 0.27% 62
2018
Q1 		$592K Sell
3,228
-914
-22% -$172K 0.32% 70
2017
Q4 		$714K Buy
+4,142
New +$742K 0.35% 64

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

Icon Wealth Partners's BABA Position: Q3 2023 in Review

Icon Wealth Partners reduced its Alibaba (BABA) stake by 14% in Q3 2023, selling an estimated $20.9K and leaving 1,413 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #352.

Icon Wealth Partners first reported a position in BABA in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.55M in Q2 2020. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • Icon Wealth Partners held 1,413 shares of Alibaba worth $123K as of Q3 2023.
  • Icon Wealth Partners sold 228 Alibaba shares in Q3 2023, an estimated $20.9K.
  • Alibaba made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #352 holding.
  • Icon Wealth Partners first reported a position in Alibaba in Q4 2017 and has held it in 20 quarters since.
  • Icon Wealth Partners's Alibaba position peaked at $1.55M in Q2 2020.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.