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Primoris Wealth Advisors’s Alibaba BABA Stock Holding History

Primoris Wealth Advisors’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
2024
Q4 		– Sell
-7,570
Closed -$803K – 93
2024
Q3 		$803K Sell
7,570
-7,138
-49% -$584K 0.58% 49
2024
Q2 		$1.05M Sell
14,708
-593
-4% -$45.5K 0.84% 35
2024
Q1 		$1.11M Buy
15,301
+1,292
+9% +$94.7K 0.89% 38
2023
Q4 		$1.09M Sell
14,009
-1,989
-12% -$158K 1.02% 34
2023
Q3 		$1.39M Sell
15,998
-17,688
-53% -$1.62M 1.68% 19
2023
Q2 		$2.81M Sell
33,686
-2,536
-7% -$222K 3.08% 11
2023
Q1 		$3.7M Buy
+36,222
New +$3.63M 4.56% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primoris Wealth Advisors's BABA Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of Alibaba (BABA) in Q4 2024, closing a stake of 7,570 shares — an estimated $803K sold.

Primoris Wealth Advisors first reported a position in BABA in Q1 2023 and held it in 7 quarters. The position peaked at $3.7M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining Alibaba position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 7,570 Alibaba shares in Q4 2024, an estimated $803K.
  • Primoris Wealth Advisors first reported a position in Alibaba in Q1 2023 and held it in 7 quarters.
  • Primoris Wealth Advisors's Alibaba position peaked at $3.7M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.