AWA
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Aaron Wealth Advisors’s Alcoa AA Stock Holding History

Aaron Wealth Advisors’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-57,071
Closed -$1.94M – 259
2023
Q2 		$1.94M Sell
57,071
-303
-0.5% -$11K 0.25% 64
2023
Q1 		$2.44M Buy
57,374
+18
+0% +$868 0.34% 50
2022
Q4 		$2.61M Buy
57,356
+72
+0.1% +$3.13K 0.38% 50
2022
Q3 		$1.93M Buy
+57,284
New +$2.67M 0.36% 52

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Aaron Wealth Advisors's AA Position: Q3 2023 in Review

Aaron Wealth Advisors sold out of Alcoa (AA) in Q3 2023, closing a stake of 57,071 shares — an estimated $1.94M sold.

Aaron Wealth Advisors first reported a position in AA in Q3 2022 and held it in 4 quarters. The position peaked at $2.61M in Q4 2022. 415 funds tracked by Wall St. Rank hold AA as of Q3 2023.

  • Aaron Wealth Advisors reported no remaining Alcoa position as of Q3 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 57,071 Alcoa shares in Q3 2023, an estimated $1.94M.
  • Aaron Wealth Advisors first reported a position in Alcoa in Q3 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's Alcoa position peaked at $2.61M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Alcoa as of Q3 2023.

Based on Aaron Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.