BDO Wealth Advisors’s Alcoa AA Stock Holding History

BDO 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
2022 Q4	–	Sell	-110	Closed	-$4K	–	1014
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	831
2022 Q2	$5K	Hold	110	–	–	﹤0.01%	776
2022 Q1	$10K	Hold	110	–	–	﹤0.01%	723
2021 Q4	$7K	Sell	110 -23,940	-100%	-$1.2M	﹤0.01%	770
2021 Q3	$1.18M	Hold	24,050	–	–	0.13%	119
2021 Q2	$886K	Hold	24,050	–	–	0.1%	141
2021 Q1	$781K	Buy	+24,050	New	+$608K	0.09%	150
2019 Q2	–	Sell	-40	Closed	-$1K	–	604
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	579
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	516
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	547
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	569
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	499
2017 Q4	$2K	Sell	40 -40	-50%	-$1.83K	﹤0.01%	417
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	350
2017 Q2	$3K	Buy	+80	New	+$2.6K	﹤0.01%	456

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 $3.37T AUM 44.26% 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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BDO Wealth Advisors's AA Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Alcoa (AA) in Q4 2022, closing a stake of 110 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in AA in Q2 2017 and held it in 15 quarters. The position peaked at $1.18M in Q3 2021. 502 funds tracked by Wall St. Rank hold AA as of Q4 2022.

BDO Wealth Advisors reported no remaining Alcoa position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 110 Alcoa shares in Q4 2022, an estimated $4K.
BDO Wealth Advisors first reported a position in Alcoa in Q2 2017 and held it in 15 quarters.
BDO Wealth Advisors's Alcoa position peaked at $1.18M in Q3 2021.
502 funds tracked by Wall St. Rank held Alcoa as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.