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Aevitas Wealth Management’s Alcoa AA Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-211
Closed -$9K – 385
2018
Q3 		$9K Hold
211
– – 0.01% 350
2018
Q2 		$10K Hold
211
– – 0.01% 320
2018
Q1 		$9K Hold
211
– – 0.01% 326
2017
Q4 		$11K Buy
+211
New +$9.65K 0.01% 305

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Aevitas Wealth Management's AA Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Alcoa (AA) in Q4 2018, closing a stake of 211 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in AA in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q4 2017. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 211 Alcoa shares in Q4 2018, an estimated $9K.
  • Aevitas Wealth Management first reported a position in Alcoa in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Alcoa position peaked at $11K in Q4 2017.
  • 383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.