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Strategic Wealth Investment Group’s Alibaba BABA Stock Holding History

Strategic Wealth Investment Group’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
2025
Q1 		– Sell
-9,077
Closed -$770K – 56
2024
Q4 		$770K Sell
9,077
-443
-5% -$41.8K 0.09% 80
2024
Q3 		$1.07M Buy
+9,520
New +$779K 0.12% 75
2021
Q3 		– Sell
-945
Closed -$214K – 89
2021
Q2 		$214K Buy
+945
New +$210K 0.08% 77
2020
Q4 		– Sell
-785
Closed -$231K – 82
2020
Q3 		$231K Buy
+785
New +$207K 0.17% 75

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strategic Wealth Investment Group's BABA Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of Alibaba (BABA) in Q1 2025, closing a stake of 9,077 shares — an estimated $770K sold.

Strategic Wealth Investment Group first reported a position in BABA in Q3 2020 and held it in 4 quarters. The position peaked at $1.07M in Q3 2024. 1,398 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining Alibaba position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 9,077 Alibaba shares in Q1 2025, an estimated $770K.
  • Strategic Wealth Investment Group first reported a position in Alibaba in Q3 2020 and held it in 4 quarters.
  • Strategic Wealth Investment Group's Alibaba position peaked at $1.07M in Q3 2024.
  • 1,398 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.