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Accel Wealth Management’s Alcoa AA Stock Holding History

Accel Wealth Management’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
Q2 		– Sell
-33
Closed -$1.42K – 171
2023
Q1 		$1.42K Hold
33
– – ﹤0.01% 1136
2022
Q4 		$1.51K Hold
33
– – ﹤0.01% 928
2022
Q3 		$1K Hold
33
– – ﹤0.01% 962
2022
Q2 		$1K Hold
33
– – ﹤0.01% 926
2022
Q1 		$3K Hold
33
– – ﹤0.01% 844
2021
Q4 		$2K Hold
33
– – ﹤0.01% 872
2021
Q3 		$2K Hold
33
– – ﹤0.01% 789
2021
Q2 		$1K Hold
33
– – ﹤0.01% 878
2021
Q1 		$1K Hold
33
– – ﹤0.01% 846
2020
Q4 		$1K Buy
+33
New +$574 ﹤0.01% 806

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Accel Wealth Management's AA Position: Q2 2023 in Review

Accel Wealth Management sold out of Alcoa (AA) in Q2 2023, closing a stake of 33 shares — an estimated $1.42K sold.

Accel Wealth Management first reported a position in AA in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

  • Accel Wealth Management reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 33 Alcoa shares in Q2 2023, an estimated $1.42K.
  • Accel Wealth Management first reported a position in Alcoa in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Alcoa position peaked at $3K in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.