TCI Wealth Advisors’s Alibaba BABA Stock Holding History

TCI 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
2021 Q4	–	Sell	-35,000	Closed	-$5.18M	–	2301
2021 Q3	$5.18M	Buy	35,000 +17,500	+100%	+$3.18M	0.79%	17
2021 Q2	$3.97M	Buy	17,500 +2,500	+17%	+$555K	0.67%	15
2021 Q1	$3.4M	Buy	15,000 +5,500	+58%	+$1.35M	1.44%	12
2020 Q4	$2.21M	Buy	+9,500	New	+$2.64M	0.99%	19
2020 Q3	–	Sell	-2,000	Closed	-$431K	–	1528
2020 Q2	$431K	Buy	+2,000	New	+$416K	0.18%	88
2019 Q3	–	Sell	-1,000	Closed	-$169K	–	1498
2019 Q2	$169K	Sell	1,000 -1,000	-50%	-$173K	0.08%	160
2019 Q1	$365K	Hold	2,000	–	–	0.16%	103
2018 Q4	$274K	Buy	2,000 +1,000	+100%	+$148K	0.13%	115
2018 Q3	$165K	Buy	+1,000	New	+$177K	0.07%	172

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TCI Wealth Advisors's BABA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Alibaba (BABA) in Q2 2023, closing a stake of 195 shares — an estimated $19.9K sold.

TCI Wealth Advisors first reported a position in BABA in Q3 2014 and held it in 35 quarters. The position peaked at $213K in Q2 2021. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

TCI Wealth Advisors reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 195 Alibaba shares in Q2 2023, an estimated $19.9K.
TCI Wealth Advisors first reported a position in Alibaba in Q3 2014 and held it in 35 quarters.
TCI Wealth Advisors's Alibaba position peaked at $213K in Q2 2021.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.