WR Wealth Planners’s Alibaba BABA Stock Holding History

WR Wealth Planners’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
2024 Q4	$115K	Sell	1,351 -1,888	-58%	-$178K	0.04%	213
2024 Q3	$344K	Buy	3,239 +232	+8%	+$19K	0.1%	132
2024 Q2	$217K	Buy	3,007 +194	+7%	+$14.9K	0.07%	160
2024 Q1	$204K	Buy	+2,813	New	+$206K	0.06%	169
2023 Q4	–	Sell	-2,416	Closed	-$210K	–	235
2023 Q3	$210K	Buy	2,416 +307	+15%	+$28.1K	0.08%	161
2023 Q2	$176K	Buy	2,109 +185	+10%	+$16.2K	0.07%	181
2023 Q1	$197K	Buy	1,924 +1,894	+6,313%	+$190K	0.08%	156
2022 Q4	$2.64K	Hold	30	–	–	﹤0.01%	377
2022 Q3	$2.4K	Hold	30	–	–	﹤0.01%	376
2022 Q2	$3.41K	Hold	30	–	–	﹤0.01%	383
2022 Q1	$3.26K	Buy	+30	New	+$3.46K	﹤0.01%	391

Other funds holding BABA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

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

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

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

WR Wealth Planners's BABA Position: Q4 2024 in Review

WR Wealth Planners reduced its Alibaba (BABA) stake by 58% in Q4 2024, selling an estimated $178K and leaving 1,351 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #213.

WR Wealth Planners first reported a position in BABA in Q1 2022 and has held it in 11 quarters since. The position peaked at $344K in Q3 2024. 1,206 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

WR Wealth Planners held 1,351 shares of Alibaba worth $115K as of Q4 2024.
WR Wealth Planners sold 1,888 Alibaba shares in Q4 2024, an estimated $178K.
Alibaba made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #213 holding.
WR Wealth Planners first reported a position in Alibaba in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Alibaba position peaked at $344K in Q3 2024.
1,206 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.