AA
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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 $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aufman Associates's AA Position: Q1 2023 in Review

Aufman Associates sold out of Alcoa (AA) in Q1 2023, closing a stake of 6,978 shares — an estimated $317K sold.

Aufman Associates first reported a position in AA in Q1 2021 and held it in 8 quarters. The position peaked at $624K in Q1 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

  • Aufman Associates reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
  • Aufman Associates sold 6,978 Alcoa shares in Q1 2023, an estimated $317K.
  • Aufman Associates first reported a position in Alcoa in Q1 2021 and held it in 8 quarters.
  • Aufman Associates's Alcoa position peaked at $624K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Aufman Associates's 13F filing for Q1 2023, filed 10 May 2023.