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Atria Wealth Solutions’s Alcoa AA Stock Holding History

Atria Wealth Solutions’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
-11,698
Closed -$498K – 1858
2023
Q1 		$498K Sell
11,698
-107
-0.9% -$5.16K 0.01% 1142
2022
Q4 		$537K Buy
11,805
+1
+0% +$44 0.01% 1043
2022
Q3 		$397K Sell
11,804
-6,500
-36% -$303K 0.01% 1151
2022
Q2 		$834K Buy
18,304
+7,675
+72% +$498K 0.02% 771
2022
Q1 		$957K Buy
+10,629
New +$772K 0.02% 754

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

Atria Wealth Solutions's AA Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Alcoa (AA) in Q2 2023, closing a stake of 11,698 shares — an estimated $498K sold.

Atria Wealth Solutions first reported a position in AA in Q1 2022 and held it in 5 quarters. The position peaked at $957K in Q1 2022. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,698 Alcoa shares in Q2 2023, an estimated $498K.
  • Atria Wealth Solutions first reported a position in Alcoa in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Alcoa position peaked at $957K in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.