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Wealth Management Partners’s Alibaba BABA Stock Holding History

Wealth Management Partners’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
Q4 		– Sell
-2,581
Closed -$224K – 121
2023
Q3 		$224K Buy
2,581
+30
+1% +$2.75K 0.14% 107
2023
Q2 		$213K Sell
2,551
-311
-11% -$27.2K 0.13% 107
2023
Q1 		$292K Buy
+2,862
New +$287K 0.2% 89
2022
Q2 		– Sell
-3,000
Closed -$330K – 100
2022
Q1 		$330K Buy
+3,000
New +$346K 0.24% 80
2021
Q1 		– Sell
-6,784
Closed -$1.8M – 118
2020
Q4 		$1.8M Buy
+6,784
New +$1.88M 1.41% 15

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Management Partners's BABA Position: Q4 2023 in Review

Wealth Management Partners sold out of Alibaba (BABA) in Q4 2023, closing a stake of 2,581 shares — an estimated $224K sold.

Wealth Management Partners first reported a position in BABA in Q4 2020 and held it in 5 quarters. The position peaked at $1.8M in Q4 2020. 1,156 funds tracked by Wall St. Rank hold BABA as of Q4 2023.

  • Wealth Management Partners reported no remaining Alibaba position as of Q4 2023 after selling out during the quarter.
  • Wealth Management Partners sold 2,581 Alibaba shares in Q4 2023, an estimated $224K.
  • Wealth Management Partners first reported a position in Alibaba in Q4 2020 and held it in 5 quarters.
  • Wealth Management Partners's Alibaba position peaked at $1.8M in Q4 2020.
  • 1,156 funds tracked by Wall St. Rank held Alibaba as of Q4 2023.

Based on Wealth Management Partners's 13F filing for Q4 2023, filed 10 Jan 2024.