Westwood Wealth Management’s Alibaba BABA Stock Holding History

Westwood Wealth 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 Q4	–	Sell	-7,130	Closed	-$618K	–	36
2023 Q3	$618K	Sell	7,130 -1,450	-17%	-$133K	0.41%	27
2023 Q2	$715K	Sell	8,580 -33	-0.4%	-$2.89K	0.5%	25
2023 Q1	$880K	Sell	8,613 -2,800	-25%	-$280K	0.78%	24
2022 Q4	$1.01M	Sell	11,413 -1,990	-15%	-$157K	1.21%	18
2022 Q3	$1.07M	Sell	13,403 -1,150	-8%	-$110K	0.96%	14
2022 Q2	$1.65M	Sell	14,553 -2,372	-14%	-$233K	1.91%	9
2022 Q1	$1.84K	Sell	16,925 -1,668	-9%	-$192K	0.71%	18
2021 Q4	$2.21M	Buy	+18,593	New	+$2.71M	0.94%	22

Other funds holding BABA

Morgan Stanley New York $1.66T AUM 25.57% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Westwood Wealth Management sold out of Alibaba (BABA) in Q4 2023, closing a stake of 7,130 shares — an estimated $618K sold.

Westwood Wealth Management first reported a position in BABA in Q4 2021 and held it in 8 quarters. The position peaked at $2.21M in Q4 2021. 1,156 funds tracked by Wall St. Rank hold BABA as of Q4 2023.

Westwood Wealth Management reported no remaining Alibaba position as of Q4 2023 after selling out during the quarter.
Westwood Wealth Management sold 7,130 Alibaba shares in Q4 2023, an estimated $618K.
Westwood Wealth Management first reported a position in Alibaba in Q4 2021 and held it in 8 quarters.
Westwood Wealth Management's Alibaba position peaked at $2.21M in Q4 2021.
1,156 funds tracked by Wall St. Rank held Alibaba as of Q4 2023.

Based on Westwood Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.