Institutional & Family Asset Management’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.1K Hold
15
﹤0.01% 627
2024
Q1
$1.1K Hold
15
﹤0.01% 622
2023
Q4
$1.16K Hold
15
﹤0.01% 606
2023
Q3
$1.3K Hold
15
﹤0.01% 587
2023
Q2
$1.25K Hold
15
﹤0.01% 604
2023
Q1
$1.53K Sell
15
-1,173
-99% -$117K ﹤0.01% 583
2022
Q4
$105K Buy
1,188
+603
+103% +$47.5K 0.02% 168
2022
Q3
$47K Sell
585
-25
-4% -$2.38K 0.01% 227
2022
Q2
$69K Sell
610
-205
-25% -$20.1K 0.01% 199
2022
Q1
$89K Sell
815
-202
-20% -$23.3K 0.01% 205
2021
Q4
$121K Buy
1,017
+594
+140% +$86.5K 0.02% 189
2021
Q3
$63K Buy
423
+180
+74% +$32.7K 0.01% 294
2021
Q2
$55K Sell
243
-494
-67% -$110K 0.01% 318
2021
Q1
$167K Sell
737
-60
-8% -$14.7K 0.03% 203
2020
Q4
$185K Sell
797
-291
-27% -$80.8K 0.04% 190
2020
Q3
$320K Buy
1,088
+114
+12% +$30K 0.07% 131
2020
Q2
$210K Sell
974
-605
-38% -$126K 0.04% 169
2020
Q1
$307K Buy
1,579
+727
+85% +$152K 0.07% 126
2019
Q4
$181K Buy
852
+17
+2% +$3.19K 0.04% 175
2019
Q3
$140K Buy
835
+23
+3% +$3.95K 0.03% 188
2019
Q2
$138K Buy
812
+52
+7% +$8.97K 0.03% 194
2019
Q1
$139K Buy
760
+582
+327% +$97.9K 0.03% 209
2018
Q4
$24K Sell
178
-9
-5% -$1.33K 0.01% 385
2018
Q3
$31K Buy
187
+120
+179% +$21.2K 0.01% 393
2018
Q2
$12K Sell
67
-108
-62% -$20.6K ﹤0.01% 492
2018
Q1
$32K Buy
+175
New +$33K 0.01% 364

Other funds holding BABA

Institutional & Family Asset Management's BABA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Alibaba (BABA) position steady in Q2 2024 at 15 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Institutional & Family Asset Management first reported a position in BABA in Q1 2018 and has held it in 26 quarters since. The position peaked at $320K in Q3 2020. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Institutional & Family Asset Management held 15 shares of Alibaba worth $1.1K as of Q2 2024.
  • Institutional & Family Asset Management left its Alibaba share count unchanged in Q2 2024.
  • Alibaba made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #627 holding.
  • Institutional & Family Asset Management first reported a position in Alibaba in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Alibaba position peaked at $320K in Q3 2020.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.