Avantax Advisory Services’s Alcoa AA Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-2,842	Closed	-$253K	–	1299
2022 Q1	$253K	Buy	+2,842	New	+$206K	﹤0.01%	1086

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's AA Position: Q2 2022 in Review

Avantax Advisory Services sold out of Alcoa (AA) in Q2 2022, closing a stake of 2,842 shares — an estimated $253K sold.

Avantax Advisory Services first reported a position in AA in Q1 2022 and held it in 1 quarter. The position peaked at $253K in Q1 2022. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

Avantax Advisory Services reported no remaining Alcoa position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,842 Alcoa shares in Q2 2022, an estimated $253K.
Avantax Advisory Services first reported a position in Alcoa in Q1 2022 and held it in 1 quarter.
Avantax Advisory Services's Alcoa position peaked at $253K in Q1 2022.
513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.