Barber Financial Group’s Alcoa AA Stock Holding History

Barber Financial Group’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
2021 Q4	–	Sell	-14,880	Closed	-$728K	–	161
2021 Q3	$728K	Buy	+14,880	New	+$629K	0.09%	70

Other funds holding AA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Barber Financial Group's AA Position: Q4 2021 in Review

Barber Financial Group sold out of Alcoa (AA) in Q4 2021, closing a stake of 14,880 shares — an estimated $728K sold.

Barber Financial Group first reported a position in AA in Q3 2021 and held it in 1 quarter. The position peaked at $728K in Q3 2021. 516 funds tracked by Wall St. Rank hold AA as of Q4 2021.

Barber Financial Group reported no remaining Alcoa position as of Q4 2021 after selling out during the quarter.
Barber Financial Group sold 14,880 Alcoa shares in Q4 2021, an estimated $728K.
Barber Financial Group first reported a position in Alcoa in Q3 2021 and held it in 1 quarter.
Barber Financial Group's Alcoa position peaked at $728K in Q3 2021.
516 funds tracked by Wall St. Rank held Alcoa as of Q4 2021.

Based on Barber Financial Group's 13F filing for Q4 2021, filed 7 Feb 2022.