Bedel Financial Consulting’s Alcoa AA Stock Holding History

Bedel Financial Consulting’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	-34	Closed	-$3K	–	196
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	818
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	870
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	865
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	910
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	873
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	778
2020 Q3	$0	Hold	34	–	–	﹤0.01%	810
2020 Q2	$0	Hold	34	–	–	﹤0.01%	779
2020 Q1	$0	Hold	34	–	–	﹤0.01%	799
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	704
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	683
2019 Q2	$1K	Sell	34 -133	-80%	-$3.31K	﹤0.01%	668
2019 Q1	$5K	Buy	167 +133	+391%	+$3.8K	﹤0.01%	561
2018 Q4	$1K	Sell	34 -316	-90%	-$10.6K	﹤0.01%	631
2018 Q3	$12K	Buy	+350	New	+$15.2K	0.01%	454

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 $3.38T AUM 44.17% 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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bedel Financial Consulting's AA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Alcoa (AA) in Q2 2022, closing a stake of 34 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in AA in Q3 2018 and held it in 15 quarters. The position peaked at $12K in Q3 2018. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

Bedel Financial Consulting reported no remaining Alcoa position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 34 Alcoa shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Alcoa in Q3 2018 and held it in 15 quarters.
Bedel Financial Consulting's Alcoa position peaked at $12K in Q3 2018.
513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.