Obermeyer Wealth Partners’s Alibaba BABA Stock Holding History

Obermeyer Wealth Partners’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	-2,324	Closed	-$245K	–	217
2023 Q1	$245K	Buy	+2,324	New	+$233K	0.02%	184
2022 Q3	–	Sell	-1,912	Closed	-$217K	–	215
2022 Q2	$217K	Sell	1,912 -262	-12%	-$25.7K	0.02%	186
2022 Q1	$237K	Sell	2,174 -75	-3%	-$8.64K	0.01%	202
2021 Q4	$267K	Sell	2,249 -46	-2%	-$6.7K	0.01%	188
2021 Q3	$340K	Sell	2,295 -45,849	-95%	-$8.34M	0.02%	153
2021 Q2	$10.9M	Buy	48,144 +997	+2%	+$222K	0.61%	39
2021 Q1	$10.7M	Buy	47,147 +3,250	+7%	+$798K	0.66%	38
2020 Q4	$10.2M	Sell	43,897 -35	-0.1%	-$9.72K	0.68%	38
2020 Q3	$12.9M	Buy	43,932 +41,809	+1,969%	+$11M	0.97%	34
2020 Q2	$458K	Hold	2,123	–	–	0.04%	82
2020 Q1	$413K	Buy	+2,123	New	+$443K	0.04%	74

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Obermeyer Wealth Partners's BABA Position: Q2 2023 in Review

Obermeyer Wealth Partners sold out of Alibaba (BABA) in Q2 2023, closing a stake of 2,324 shares — an estimated $245K sold.

Obermeyer Wealth Partners first reported a position in BABA in Q1 2020 and held it in 11 quarters. The position peaked at $12.9M in Q3 2020. 1,156 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Obermeyer Wealth Partners reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,324 Alibaba shares in Q2 2023, an estimated $245K.
Obermeyer Wealth Partners first reported a position in Alibaba in Q1 2020 and held it in 11 quarters.
Obermeyer Wealth Partners's Alibaba position peaked at $12.9M in Q3 2020.
1,156 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.