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B. Riley Wealth Advisors’s Alcoa AA Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-14,662
Closed -$497K – 1446
2023
Q2 		$497K Buy
14,662
+9,601
+190% +$349K 0.01% 859
2023
Q1 		$215K Buy
+5,061
New +$244K 0.01% 1259
2022
Q2 		– Sell
-2,645
Closed -$239K – 1232
2022
Q1 		$239K Buy
+2,645
New +$192K 0.01% 1132
2016
Q4 		– Sell
-21,122
Closed -$516K – 538
2016
Q3 		$516K Buy
21,122
+4,774
+29% +$116K 0.1% 252
2016
Q2 		$365K Sell
16,348
-360
-2% -$8.42K 0.07% 338
2016
Q1 		$385K Buy
16,708
+2,494
+18% +$50.8K 0.09% 282
2015
Q4 		$338K Buy
14,214
+274
+2% +$6.11K 0.07% 330
2015
Q3 		$325K Sell
13,940
-627
-4% -$14.7K 0.08% 330
2015
Q2 		$392K Sell
14,567
-1,002
-6% -$31.1K 0.1% 262
2015
Q1 		$484K Buy
15,569
+6,090
+64% +$219K 0.12% 232
2014
Q4 		$5.36M Buy
9,479
+144
+2% +$5.58K 0.11% 226
2014
Q3 		$361K Sell
9,335
-14,554
-61% -$571K 0.09% 291
2014
Q2 		$422K Buy
23,889
+12,901
+117% +$423K 0.1% 225
2014
Q1 		$340K Sell
10,988
-3,694
-25% -$103K 0.1% 234
2013
Q4 		$375K Buy
14,682
+335
+2% +$7.43K 0.12% 192
2013
Q3 		$280K Buy
14,347
+21
+0.1% +$406 0.1% 241
2013
Q2 		$269K Buy
+14,326
New +$287K 0.09% 252

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

B. Riley Wealth Advisors's AA Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Alcoa (AA) in Q3 2023, closing a stake of 14,662 shares — an estimated $497K sold.

B. Riley Wealth Advisors first reported a position in AA in Q2 2013 and held it in 17 quarters. The position peaked at $5.36M in Q4 2014. 415 funds tracked by Wall St. Rank hold AA as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Alcoa position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,662 Alcoa shares in Q3 2023, an estimated $497K.
  • B. Riley Wealth Advisors first reported a position in Alcoa in Q2 2013 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Alcoa position peaked at $5.36M in Q4 2014.
  • 415 funds tracked by Wall St. Rank held Alcoa as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.