AR
AA icon

Advisory Research’s Alcoa AA Stock Holding History

Advisory Research’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
2021
Q4 		– Sell
-6,075
Closed -$297K – 352
2021
Q3 		$297K Buy
+6,075
New +$257K 0.02% 296
2014
Q2 		– Sell
-2,440
Closed -$75K – 321
2014
Q1 		$75K Buy
+2,440
New +$67.8K ﹤0.01% 360
2013
Q3 		– Sell
-8,207
Closed -$154K – 304
2013
Q2 		$154K Buy
+8,207
New +$164K ﹤0.01% 292

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Advisory Research's AA Position: Q4 2021 in Review

Advisory Research sold out of Alcoa (AA) in Q4 2021, closing a stake of 6,075 shares — an estimated $297K sold.

Advisory Research first reported a position in AA in Q2 2013 and held it in 3 quarters. The position peaked at $297K in Q3 2021. 516 funds tracked by Wall St. Rank hold AA as of Q4 2021.

  • Advisory Research reported no remaining Alcoa position as of Q4 2021 after selling out during the quarter.
  • Advisory Research sold 6,075 Alcoa shares in Q4 2021, an estimated $297K.
  • Advisory Research first reported a position in Alcoa in Q2 2013 and held it in 3 quarters.
  • Advisory Research's Alcoa position peaked at $297K in Q3 2021.
  • 516 funds tracked by Wall St. Rank held Alcoa as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.