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 $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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Fisher Asset Management

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

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