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Intercontinental Wealth Advisors’s Alibaba BABA Stock Holding History

Intercontinental Wealth 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 		$273K Sell
3,281
-2,643
-45% -$231K 0.07% 269
2023
Q1 		$605K Sell
5,924
-2,359
-28% -$236K 0.15% 154
2022
Q4 		$730K Sell
8,283
-13
-0.2% -$1.02K 0.22% 107
2022
Q3 		$664K Sell
8,296
-4,692
-36% -$447K 0.21% 109
2022
Q2 		$1.48M Sell
12,988
-7,576
-37% -$743K 0.4% 45
2022
Q1 		$2.24M Buy
20,564
+10,502
+104% +$1.21M 0.51% 26
2021
Q4 		$1.2M Buy
10,062
+5,368
+114% +$782K 0.25% 79
2021
Q3 		$695K Sell
4,694
-4,304
-48% -$783K 0.16% 121
2021
Q2 		$2.04M Sell
8,998
-1,581
-15% -$351K 0.4% 32
2021
Q1 		$2.4M Buy
10,579
+946
+10% +$232K 0.52% 25
2020
Q4 		$2.24M Buy
9,633
+1,507
+19% +$418K 0.54% 24
2020
Q3 		$2.39M Buy
8,126
+66
+0.8% +$17.4K 0.7% 16
2020
Q2 		$1.74M Sell
8,060
-705
-8% -$147K 0.57% 25
2020
Q1 		$1.71M Buy
8,765
+6,437
+277% +$1.34M 0.9% 17
2019
Q4 		$513K Sell
2,328
-1,130
-33% -$212K 0.43% 44
2019
Q3 		$578K Buy
3,458
+156
+5% +$26.8K 0.36% 52
2019
Q2 		$560K Buy
3,302
+444
+16% +$76.6K 0.29% 50
2019
Q1 		$521K Buy
2,858
+297
+12% +$50K 0.26% 57
2018
Q4 		$351K Buy
2,561
+5
+0.2% +$739 0.2% 76
2018
Q3 		$421K Buy
2,556
+8
+0.3% +$1.42K 0.21% 73
2018
Q2 		$473K Sell
2,548
-230
-8% -$43.8K 0.26% 59
2018
Q1 		$510K Hold
2,778
– – 0.3% 59
2017
Q4 		$479K Hold
2,778
– – 0.27% 60
2017
Q3 		$480K Buy
2,778
+230
+9% +$37.3K 0.29% 57
2017
Q2 		$359K Hold
2,548
– – 0.23% 71
2017
Q1 		$275K Buy
2,548
+210
+9% +$21.4K 0.16% 110
2016
Q4 		$205K Buy
+2,338
New +$225K 0.13% 135

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Intercontinental Wealth Advisors's BABA Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Alibaba (BABA) stake by 45% in Q2 2023, selling an estimated $231K and leaving 3,281 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #269.

Intercontinental Wealth Advisors first reported a position in BABA in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.4M in Q1 2021. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • Intercontinental Wealth Advisors held 3,281 shares of Alibaba worth $273K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 2,643 Alibaba shares in Q2 2023, an estimated $231K.
  • Alibaba made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #269 holding.
  • Intercontinental Wealth Advisors first reported a position in Alibaba in Q4 2016 and has held it in 27 quarters since.
  • Intercontinental Wealth Advisors's Alibaba position peaked at $2.4M in Q1 2021.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.