AWG
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Altus Wealth Group’s Alcoa AA Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-12
Closed – – 167
2020
Q4 		$0 Buy
+12
New +$209 ﹤0.01% 830

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Altus Wealth Group's AA Position: Q1 2021 in Review

Altus Wealth Group sold out of Alcoa (AA) in Q1 2021, closing a stake of 12 shares.

Altus Wealth Group first reported a position in AA in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 355 funds tracked by Wall St. Rank hold AA as of Q1 2021.

  • Altus Wealth Group reported no remaining Alcoa position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 12 Alcoa shares in Q1 2021.
  • Altus Wealth Group first reported a position in Alcoa in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Alcoa position peaked at $0 in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Alcoa as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.