Ropes Wealth Advisors’s Alibaba BABA Stock Holding History

Ropes 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
2023 Q3	$1.88M	Hold	21,687	–	–	0.37%	71
2023 Q2	$1.81M	Hold	21,687	–	–	0.3%	82
2023 Q1	$2.22M	Hold	21,687	–	–	0.4%	62
2022 Q4	$1.91M	Sell	21,687 -763	-3%	-$60.2K	0.34%	75
2022 Q3	$1.8M	Hold	22,450	–	–	0.38%	70
2022 Q2	$2.55M	Hold	22,450	–	–	0.52%	51
2022 Q1	$2.44M	Sell	22,450 -665	-3%	-$76.6K	0.42%	62
2021 Q4	$2.75M	Buy	23,115 +14	+0.1%	+$2.04K	0.48%	52
2021 Q3	$3.42M	Sell	23,101 -450	-2%	-$81.9K	0.55%	44
2021 Q2	$5.34M	Hold	23,551	–	–	0.84%	24
2021 Q1	$5.21M	Buy	23,551 +131	+0.6%	+$32.2K	0.91%	23
2020 Q4	$5.45M	Buy	23,420 +482	+2%	+$134K	0.85%	22
2020 Q3	$6.74M	Hold	22,938	–	–	1.31%	12
2020 Q2	$4.95M	Buy	22,938 +150	+0.7%	+$31.2K	1.01%	19
2020 Q1	$4.43M	Buy	22,788 +41	+0.2%	+$8.56K	1.12%	19
2019 Q4	$4.83M	Buy	22,747 +21,512	+1,742%	+$4.04M	1.04%	22
2019 Q3	$207K	Buy	1,235 +110	+10%	+$18.9K	0.04%	214
2019 Q2	$191K	Buy	1,125 +625	+125%	+$108K	0.04%	222
2019 Q1	$91K	Buy	500 +179	+56%	+$30.1K	0.02%	276
2018 Q4	$44K	Buy	+321	New	+$47.5K	0.01%	315

Other funds holding BABA

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Ropes Wealth Advisors's BABA Position: Q3 2023 in Review

Ropes Wealth Advisors held its Alibaba (BABA) position steady in Q3 2023 at 21,687 shares worth $1.88M. The position accounts for 0.37% of the portfolio, ranked #71.

Ropes Wealth Advisors first reported a position in BABA in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.74M in Q3 2020. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

Ropes Wealth Advisors held 21,687 shares of Alibaba worth $1.88M as of Q3 2023.
Ropes Wealth Advisors left its Alibaba share count unchanged in Q3 2023.
Alibaba made up 0.37% of Ropes Wealth Advisors's portfolio in Q3 2023, its #71 holding.
Ropes Wealth Advisors first reported a position in Alibaba in Q4 2018 and has held it in 20 quarters since.
Ropes Wealth Advisors's Alibaba position peaked at $6.74M in Q3 2020.
1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.