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Robertson Stephens Wealth Management’s Alibaba BABA Stock Holding History

Robertson Stephens 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
2024
Q2 		– Sell
-12,583
Closed -$911K – 499
2024
Q1 		$911K Buy
12,583
+100
+0.8% +$7.33K 0.05% 247
2023
Q4 		$980K Hold
12,483
– – 0.06% 223
2023
Q3 		$1.08M Buy
+12,483
New +$1.14M 0.07% 198
2023
Q2 		– Sell
-5,570
Closed -$569K – 421
2023
Q1 		$569K Sell
5,570
-2,010
-27% -$201K 0.04% 276
2022
Q4 		$668K Buy
7,580
+2,371
+46% +$187K 0.07% 222
2022
Q3 		$416K Buy
5,209
+1,293
+33% +$123K 0.04% 238
2022
Q2 		$445K Buy
3,916
+1,183
+43% +$116K 0.04% 247
2022
Q1 		$297K Buy
+2,733
New +$315K 0.02% 312
2021
Q3 		– Sell
-1,553
Closed -$352K – 315
2021
Q2 		$352K Sell
1,553
-300
-16% -$66.7K 0.04% 243
2021
Q1 		$420K Buy
1,853
+935
+102% +$230K 0.07% 194
2020
Q4 		$213K Sell
918
-1,301
-59% -$361K 0.04% 236
2020
Q3 		$652K Sell
2,219
-349
-14% -$92K 0.16% 117
2020
Q2 		$553K Hold
2,568
– – 0.16% 102
2020
Q1 		$499K Buy
2,568
+358
+16% +$74.7K 0.17% 103
2019
Q4 		$468K Sell
2,210
-670
-23% -$126K 0.24% 67
2019
Q3 		$482K Buy
2,880
+1,380
+92% +$237K 0.24% 76
2019
Q2 		$254K Buy
+1,500
New +$259K 0.25% 61

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robertson Stephens Wealth Management's BABA Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Alibaba (BABA) in Q2 2024, closing a stake of 12,583 shares — an estimated $911K sold.

Robertson Stephens Wealth Management first reported a position in BABA in Q2 2019 and held it in 17 quarters. The position peaked at $1.08M in Q3 2023. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining Alibaba position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,583 Alibaba shares in Q2 2024, an estimated $911K.
  • Robertson Stephens Wealth Management first reported a position in Alibaba in Q2 2019 and held it in 17 quarters.
  • Robertson Stephens Wealth Management's Alibaba position peaked at $1.08M in Q3 2023.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.