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MinichMacGregor Wealth Management’s Alibaba BABA Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-60
Closed -$5.29K – 145
2022
Q4 		$5.29K Buy
+60
New +$4.73K ﹤0.01% 479
2018
Q4 		– Sell
-207
Closed -$33K – 129
2018
Q3 		$33K Hold
207
– – 0.02% 160
2018
Q2 		$38K Sell
207
-23
-10% -$4.38K 0.03% 127
2018
Q1 		$42K Hold
230
– – 0.03% 121
2017
Q4 		$39K Sell
230
-42
-15% -$7.53K 0.03% 127
2017
Q3 		$46K Buy
272
+34
+14% +$5.51K 0.04% 108
2017
Q2 		$33K Sell
238
-40
-14% -$4.94K 0.03% 128
2017
Q1 		$29K Sell
278
-4
-1% -$407 0.03% 135
2016
Q4 		$24K Sell
282
-1
-0.4% -$96 0.02% 151
2016
Q3 		$29K Buy
283
+110
+64% +$10.2K 0.03% 152
2016
Q2 		$13K Buy
173
+123
+246% +$9.63K 0.01% 219
2016
Q1 		$3K Sell
50
-300
-86% -$21.1K ﹤0.01% 337
2015
Q4 		$31K Buy
+350
New +$27.5K 0.03% 136

Other funds holding BABA

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

MinichMacGregor Wealth Management's BABA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Alibaba (BABA) in Q1 2023, closing a stake of 60 shares — an estimated $5.29K sold.

MinichMacGregor Wealth Management first reported a position in BABA in Q4 2015 and held it in 13 quarters. The position peaked at $46K in Q3 2017. 1,249 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Alibaba position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 60 Alibaba shares in Q1 2023, an estimated $5.29K.
  • MinichMacGregor Wealth Management first reported a position in Alibaba in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Alibaba position peaked at $46K in Q3 2017.
  • 1,249 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.