AA
AA icon

Aufman Associates’s Alcoa AA Stock Holding History

Aufman Associates’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
Q1 		– Sell
-6,978
Closed -$317K – 43
2022
Q4 		$317K Hold
6,978
– – 0.29% 30
2022
Q3 		$235K Hold
6,978
– – 0.25% 34
2022
Q2 		$318K Buy
6,978
+46
+0.7% +$2.98K 0.3% 30
2022
Q1 		$624K Sell
6,932
-1,130
-14% -$82.1K 0.49% 19
2021
Q4 		$480K Buy
8,062
+1,064
+15% +$53.3K 0.35% 21
2021
Q3 		$342K Hold
6,998
– – 0.28% 27
2021
Q2 		$258K Sell
6,998
-850
-11% -$30.9K 0.2% 39
2021
Q1 		$255K Buy
+7,848
New +$199K 0.21% 36

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return