Safeguard Financial’s Alibaba BABA Stock Holding History

Safeguard Financial’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	-30	Closed	-$2K	–	112
2023 Q2	$2K	Buy	+30	New	+$2.63K	﹤0.01%	450

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

Safeguard Financial's BABA Position: Q3 2023 in Review

Safeguard Financial sold out of Alibaba (BABA) in Q3 2023, closing a stake of 30 shares — an estimated $2K sold.

Safeguard Financial first reported a position in BABA in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

Safeguard Financial reported no remaining Alibaba position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 30 Alibaba shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in Alibaba in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Alibaba position peaked at $2K in Q2 2023.
1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.