Polaris Wealth Advisory Group’s Alibaba BABA Stock Holding History

Polaris Wealth Advisory Group’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	–	Sell	-64,887	Closed	-$5.41M	–	171
2023 Q2	$5.41M	Buy	+64,887	New	+$5.68M	0.41%	75
2023 Q1	–	Sell	-59,330	Closed	-$6.82M	–	175
2022 Q4	$6.82M	Buy	+59,330	New	+$4.68M	0.51%	63
2021 Q3	–	Sell	-906	Closed	-$201K	–	175
2021 Q2	$201K	Buy	+906	New	+$201K	0.01%	163
2020 Q4	–	Sell	-1,220	Closed	-$352K	–	179
2020 Q3	$352K	Sell	1,220 -200	-14%	-$52.7K	0.03%	122
2020 Q2	$307K	Sell	1,420 -14,373	-91%	-$2.99M	0.02%	121
2020 Q1	$3.07M	Buy	15,793 +14,691	+1,333%	+$3.07M	0.33%	54
2019 Q4	$247K	Sell	1,102 -236	-18%	-$44.3K	0.02%	132
2019 Q3	$222K	Buy	+1,338	New	+$230K	0.02%	136
2018 Q4	–	Sell	-2,157	Closed	-$355K	–	166
2018 Q3	$355K	Buy	2,157 +1,920	+810%	+$340K	0.02%	121
2018 Q2	$43K	Sell	237 -2,060	-90%	-$393K	﹤0.01%	135
2018 Q1	$422K	Buy	2,297 +820	+56%	+$154K	0.03%	109
2017 Q4	$255K	Buy	+1,477	New	+$265K	0.02%	126

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's BABA Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Alibaba (BABA) in Q3 2023, closing a stake of 64,887 shares — an estimated $5.41M sold.

Polaris Wealth Advisory Group first reported a position in BABA in Q4 2017 and held it in 12 quarters. The position peaked at $6.82M in Q4 2022. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Alibaba position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 64,887 Alibaba shares in Q3 2023, an estimated $5.41M.
Polaris Wealth Advisory Group first reported a position in Alibaba in Q4 2017 and held it in 12 quarters.
Polaris Wealth Advisory Group's Alibaba position peaked at $6.82M in Q4 2022.
1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.