APP
AA icon

Avantax Planning Partners’s Alcoa AA Stock Holding History

Avantax Planning Partners’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
2019
Q1 		– Sell
-105
Closed -$3K – 295
2018
Q4 		$3K Sell
105
-217
-67% -$7.3K ﹤0.01% 276
2018
Q3 		$13K Buy
+322
New +$14K ﹤0.01% 803
2018
Q2 		– Sell
-532
Closed -$25K – 237
2018
Q1 		$25K Buy
+532
New +$26.3K ﹤0.01% 691

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Avantax Planning Partners's AA Position: Q1 2019 in Review

Avantax Planning Partners sold out of Alcoa (AA) in Q1 2019, closing a stake of 105 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AA in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q1 2018. 379 funds tracked by Wall St. Rank hold AA as of Q1 2019.

  • Avantax Planning Partners reported no remaining Alcoa position as of Q1 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 105 Alcoa shares in Q1 2019, an estimated $3K.
  • Avantax Planning Partners first reported a position in Alcoa in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Alcoa position peaked at $25K in Q1 2018.
  • 379 funds tracked by Wall St. Rank held Alcoa as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.