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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Bank of New York Mellon

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

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