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Janiczek Wealth Management’s Alibaba BABA Stock Holding History

Janiczek 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
2024
Q2 		$147K Sell
2,039
-221
-10% -$16.9K 0.03% 229
2024
Q1 		$164K Buy
2,260
+102
+5% +$7.47K 0.03% 212
2023
Q4 		$168K Buy
2,158
+213
+11% +$17K 0.04% 183
2023
Q3 		$169K Buy
1,945
+253
+15% +$23.2K 0.04% 167
2023
Q2 		$141K Buy
1,692
+42
+3% +$3.68K 0.04% 173
2023
Q1 		$156K Buy
1,650
+48
+3% +$4.81K 0.04% 151
2022
Q4 		$181K Buy
1,602
+47
+3% +$3.71K 0.05% 130
2022
Q3 		$123K Buy
1,555
+81
+5% +$7.72K 0.04% 166
2022
Q2 		$132K Buy
1,474
+460
+45% +$45.1K 0.04% 159
2022
Q1 		$110K Sell
1,014
-372
-27% -$42.9K 0.03% 196
2021
Q4 		$165K Buy
1,386
+172
+14% +$25K 0.05% 129
2021
Q3 		$180K Buy
1,214
+303
+33% +$55.1K 0.06% 103
2021
Q2 		$207K Buy
911
+360
+65% +$80K 0.08% 79
2021
Q1 		$125K Sell
551
-267
-33% -$65.6K 0.05% 117
2020
Q4 		$190K Buy
818
+461
+129% +$128K 0.09% 61
2020
Q3 		$105K Buy
357
+217
+155% +$57.2K 0.06% 64
2020
Q2 		$30K Buy
140
+90
+180% +$18.7K 0.02% 105
2020
Q1 		$10K Hold
50
– – 0.01% 105
2019
Q4 		$11K Hold
50
– – ﹤0.01% 108
2019
Q3 		$8K Sell
50
-45
-47% -$7.73K ﹤0.01% 115
2019
Q2 		$16K Buy
95
+45
+90% +$7.77K 0.01% 119
2019
Q1 		$9K Hold
50
– – ﹤0.01% 117
2018
Q4 		$7K Hold
50
– – ﹤0.01% 114
2018
Q3 		$8K Hold
50
– – ﹤0.01% 98
2018
Q2 		$9K Buy
+50
New +$9.53K ﹤0.01% 100

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janiczek Wealth Management's BABA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Alibaba (BABA) stake by 9.8% in Q2 2024, selling an estimated $16.9K and leaving 2,039 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #229.

Janiczek Wealth Management first reported a position in BABA in Q2 2018 and has held it in 25 quarters since. The position peaked at $207K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Janiczek Wealth Management held 2,039 shares of Alibaba worth $147K as of Q2 2024.
  • Janiczek Wealth Management sold 221 Alibaba shares in Q2 2024, an estimated $16.9K.
  • Alibaba made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #229 holding.
  • Janiczek Wealth Management first reported a position in Alibaba in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Alibaba position peaked at $207K in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.