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WealthPlan Investment Management’s Alibaba BABA Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-567
Closed -$47.3K – 174
2023
Q2 		$47.3K Hold
567
– – 0.01% 199
2023
Q1 		$57.9K Sell
567
-4,113
-88% -$412K 0.01% 239
2022
Q4 		$490K Sell
4,680
-36
-0.8% -$2.84K 0.03% 256
2022
Q3 		$417K Buy
+4,716
New +$449K 0.03% 266
2022
Q1 		$473K Buy
+4,873
New +$561K 0.03% 258

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management's BABA Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Alibaba (BABA) in Q3 2023, closing a stake of 567 shares — an estimated $47.3K sold.

WealthPlan Investment Management first reported a position in BABA in Q1 2022 and held it in 5 quarters. The position peaked at $490K in Q4 2022. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Alibaba position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 567 Alibaba shares in Q3 2023, an estimated $47.3K.
  • WealthPlan Investment Management first reported a position in Alibaba in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's Alibaba position peaked at $490K in Q4 2022.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.