V Wealth Advisors’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$501K Buy
5,772
+3,353
+139% +$307K 0.4% 54
2023
Q2
$202K Sell
2,419
-158
-6% -$13.8K 0.03% 367
2023
Q1
$263K Sell
2,577
-8
-0.3% -$801 0.05% 315
2022
Q4
$228K Sell
2,585
-95
-4% -$7.49K 0.05% 318
2022
Q3
$214K Sell
2,680
-557
-17% -$53.1K 0.04% 341
2022
Q2
$368K Buy
3,237
+19
+0.6% +$1.86K 0.07% 274
2022
Q1
$350K Sell
3,218
-190
-6% -$21.9K 0.06% 309
2021
Q4
$405K Sell
3,408
-433
-11% -$63.1K 0.06% 303
2021
Q3
$569K Sell
3,841
-162
-4% -$29.5K 0.09% 243
2021
Q2
$906K Sell
4,003
-1,612
-29% -$358K 0.14% 163
2021
Q1
$1.27M Sell
5,615
-1,414
-20% -$347K 0.23% 108
2020
Q4
$1.64M Buy
7,029
+2,085
+42% +$579K 0.34% 68
2020
Q3
$1.45M Sell
4,944
-985
-17% -$260K 1.01% 26
2020
Q2
$1.28M Buy
5,929
+1,016
+21% +$212K 0.33% 74
2020
Q1
$955K Buy
4,913
+3,144
+178% +$656K 0.3% 84
2019
Q4
$295K Hold
1,769
0.11% 205
2019
Q3
$295K Buy
1,769
+300
+20% +$51.6K 0.11% 204
2019
Q2
$252K Buy
1,469
+84
+6% +$14.5K 0.1% 216
2019
Q1
$260K Buy
+1,385
New +$233K 0.11% 198
2017
Q3
Sell
-260
Closed -$36K 236
2017
Q2
$36K Buy
+260
New +$32.1K 0.02% 362

Other funds holding BABA

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

V Wealth Advisors increased its Alibaba (BABA) stake by 139% in Q3 2023, buying an estimated $307K and bringing the position to 5,772 shares worth $501K. The position accounts for 0.4% of the portfolio, ranked #54.

V Wealth Advisors first reported a position in BABA in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.64M in Q4 2020. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • V Wealth Advisors held 5,772 shares of Alibaba worth $501K as of Q3 2023.
  • V Wealth Advisors bought 3,353 Alibaba shares in Q3 2023, an estimated $307K.
  • Alibaba made up 0.4% of V Wealth Advisors's portfolio in Q3 2023, its #54 holding.
  • V Wealth Advisors first reported a position in Alibaba in Q2 2017 and has held it in 20 quarters since.
  • V Wealth Advisors's Alibaba position peaked at $1.64M in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.