SEC 13F Intelligence

Beta Wealth Group, Inc. / BABA

Beta Wealth Group, Inc.’s Alibaba Group Hldg Ltd Position

Does Beta Wealth Group, Inc. own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 19.9K shares worth $2M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2022
Shares
19.9K
% of Portfolio
+1.45%
Quarters Held
5
position exited

Position History BABA

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202219.9K$2M+1.45%
Q4 202115.6K$2M+1.66%
Q3 202115.6K$2M+1.66%
Q2 202112.2K$3M+1.93%
Q1 202111.5K$3M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beta Wealth Group, Inc.’s full portfolio or all institutional holders of BABA.