KCS Wealth Advisory’s Alibaba BABA Stock Holding History

KCS Wealth Advisory’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	$1.29M	Sell	14,899 -173	-1%	-$15.8K	0.55%	52
2023 Q2	$1.26M	Buy	15,072 +876	+6%	+$76.7K	0.44%	63
2023 Q1	$1.45M	Buy	14,196 +741	+6%	+$74.2K	0.55%	51
2022 Q4	$1.19M	Sell	13,455 -4,701	-26%	-$371K	0.49%	62
2022 Q3	$1.45M	Buy	18,156 +3,775	+26%	+$360K	0.67%	50
2022 Q2	$1.64M	Buy	14,381 +1,614	+13%	+$158K	0.73%	49
2022 Q1	$1.39M	Buy	12,767 +4,932	+63%	+$568K	0.64%	59
2021 Q4	$931K	Buy	7,835 +446	+6%	+$65K	0.37%	85
2021 Q3	$1.09M	Buy	7,389 +623	+9%	+$113K	0.52%	66
2021 Q2	$1.53M	Buy	+6,766	New	+$1.5M	0.72%	45

Other funds holding BABA

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCS Wealth Advisory's BABA Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Alibaba (BABA) stake by 1.1% in Q3 2023, selling an estimated $15.8K and leaving 14,899 shares worth $1.29M. The position accounts for 0.55% of the portfolio, ranked #52.

KCS Wealth Advisory first reported a position in BABA in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.64M in Q2 2022. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

KCS Wealth Advisory held 14,899 shares of Alibaba worth $1.29M as of Q3 2023.
KCS Wealth Advisory sold 173 Alibaba shares in Q3 2023, an estimated $15.8K.
Alibaba made up 0.55% of KCS Wealth Advisory's portfolio in Q3 2023, its #52 holding.
KCS Wealth Advisory first reported a position in Alibaba in Q2 2021 and has held it in 10 quarters since.
KCS Wealth Advisory's Alibaba position peaked at $1.64M in Q2 2022.
1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.