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

B. Riley Wealth Management’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
-4,181
Closed -$376K – 756
2022
Q1 		$376K Buy
+4,181
New +$304K 0.03% 392
2016
Q1 		– Sell
-4,278
Closed -$101K – 130
2015
Q4 		$101K Buy
+4,278
New +$95.5K 0.13% 147
2015
Q3 		– Sell
-4,591
Closed -$123K – 147
2015
Q2 		$123K Sell
4,591
-3,235
-41% -$100K 0.1% 239
2015
Q1 		$242K Buy
7,826
+5,392
+222% +$194K 0.18% 164
2014
Q4 		$92K Sell
2,434
-22,552
-90% -$874K 0.08% 282
2014
Q3 		$966K Buy
24,986
+16,193
+184% +$635K 0.72% 24
2014
Q2 		$314K Buy
8,793
+312
+4% +$10.2K 0.2% 139
2014
Q1 		$262K Buy
+8,481
New +$236K 0.19% 140

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's AA Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Alcoa (AA) in Q2 2022, closing a stake of 4,181 shares — an estimated $376K sold.

B. Riley Wealth Management first reported a position in AA in Q1 2014 and held it in 8 quarters. The position peaked at $966K in Q3 2014. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Alcoa position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,181 Alcoa shares in Q2 2022, an estimated $376K.
  • B. Riley Wealth Management first reported a position in Alcoa in Q1 2014 and held it in 8 quarters.
  • B. Riley Wealth Management's Alcoa position peaked at $966K in Q3 2014.
  • 513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.