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Mascoma Wealth Management’s Alibaba BABA Stock Holding History

Mascoma 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
Q2 		– Sell
-16
Closed -$1.35K – 494
2023
Q1 		$1.35K Hold
16
– – ﹤0.01% 556
2022
Q4 		$1.41K Hold
16
– – ﹤0.01% 575
2022
Q3 		$1K Sell
16
-65
-80% -$6.19K ﹤0.01% 571
2022
Q2 		$9K Hold
81
– – ﹤0.01% 425
2022
Q1 		$9K Hold
81
– – ﹤0.01% 449
2021
Q4 		$10K Hold
81
– – ﹤0.01% 399
2021
Q3 		$12K Buy
+81
New +$14.7K ﹤0.01% 324
2021
Q2 		– Sell
-81
Closed -$18K – 129
2021
Q1 		$18K Buy
+81
New +$19.9K 0.01% 299

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mascoma Wealth Management's BABA Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Alibaba (BABA) in Q2 2023, closing a stake of 16 shares — an estimated $1.35K sold.

Mascoma Wealth Management first reported a position in BABA in Q1 2021 and held it in 8 quarters. The position peaked at $18K in Q1 2021. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 16 Alibaba shares in Q2 2023, an estimated $1.35K.
  • Mascoma Wealth Management first reported a position in Alibaba in Q1 2021 and held it in 8 quarters.
  • Mascoma Wealth Management's Alibaba position peaked at $18K in Q1 2021.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.