SOA Wealth Advisors’s Alibaba BABA Stock Holding History

SOA 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
2026 Q1	$73.3K	Sell	53,899 -350	-0.6%	-$52.6K	0.01%	307
2025 Q4	$128K	Hold	54,249	–	–	0.02%	256
2025 Q3	$144K	Sell	54,249 -175	-0.3%	-$22.9K	0.02%	250
2025 Q2	$131K	Buy	54,424 +53,605	+6,545%	+$6.35M	0.02%	250
2025 Q1	$108K	Sell	819 -62	-7%	-$7.15K	0.02%	252
2024 Q4	$74.7K	Sell	881 -812	-48%	-$76.7K	0.01%	283
2024 Q3	$180K	Hold	1,693	–	–	0.03%	193
2024 Q2	$122K	Sell	1,693 -110	-6%	-$8.43K	0.02%	226
2024 Q1	$130K	Sell	1,803 -213	-11%	-$15.6K	0.03%	221
2023 Q4	$156K	Hold	2,016	–	–	0.03%	197
2023 Q3	$175K	Hold	2,016	–	–	0.04%	178
2023 Q2	$168K	Buy	2,016 +297	+17%	+$26K	0.04%	180
2023 Q1	$176K	Buy	1,719 +1,034	+151%	+$104K	0.04%	164
2022 Q4	$60.3K	Hold	685	–	–	0.02%	262
2022 Q3	$54K	Hold	685	–	–	0.02%	253
2022 Q2	$77K	Sell	685 -672	-50%	-$65.9K	0.02%	225
2022 Q1	$147K	Sell	1,357 -1,351	-50%	-$156K	0.04%	195
2021 Q4	$333K	Sell	2,708 -354	-12%	-$51.6K	0.08%	123
2021 Q3	$453K	Sell	3,062 -322	-10%	-$58.6K	0.12%	107
2021 Q2	$767K	Sell	3,384 -668	-16%	-$148K	0.2%	74
2021 Q1	$918K	Sell	4,052 -33	-0.8%	-$8.11K	0.26%	68
2020 Q4	$1.09M	Buy	+4,085	New	+$1.13M	0.3%	60

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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