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Independent Solutions Wealth Management’s Alibaba BABA Stock Holding History

Independent Solutions 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 		– Sell
-12,244
Closed -$1.02M – 204
2023
Q2 		$1.02M Buy
+12,244
New +$1.07M 0.26% 91
2021
Q2 		– Sell
-1,489
Closed -$338K – 206
2021
Q1 		$338K Sell
1,489
-384
-21% -$94.3K 0.09% 144
2020
Q4 		$436K Sell
1,873
-195
-9% -$54.1K 0.14% 118
2020
Q3 		$608K Buy
2,068
+573
+38% +$151K 0.23% 83
2020
Q2 		$322K Buy
1,495
+315
+27% +$65.6K 0.14% 116
2020
Q1 		$229K Buy
1,180
+12
+1% +$2.5K 0.13% 117
2019
Q4 		$248K Buy
+1,168
New +$219K 0.11% 141

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

Independent Solutions Wealth Management's BABA Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Alibaba (BABA) in Q3 2023, closing a stake of 12,244 shares — an estimated $1.02M sold.

Independent Solutions Wealth Management first reported a position in BABA in Q4 2019 and held it in 7 quarters. The position peaked at $1.02M in Q2 2023. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Alibaba position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 12,244 Alibaba shares in Q3 2023, an estimated $1.02M.
  • Independent Solutions Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 7 quarters.
  • Independent Solutions Wealth Management's Alibaba position peaked at $1.02M in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.