BBWA
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Bell & Brown Wealth Advisors’s Alcoa AA Stock Holding History

Bell & Brown 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
2020
Q3 		$289K Sell
21,577
-1,300
-6% -$17.5K 0.21% 64
2020
Q2 		$336K Sell
22,877
-105
-0.5% -$939 0.26% 61
2020
Q1 		$177K Buy
22,982
+715
+3% +$9.81K 0.16% 70
2019
Q4 		$452K Buy
22,267
+8,967
+67% +$186K 0.34% 66
2019
Q3 		$265K Sell
13,300
-200
-1% -$4.16K 0.22% 72
2019
Q2 		$316K Sell
13,500
-150
-1% -$3.74K 0.28% 69
2019
Q1 		$384K Sell
13,650
-1,354
-9% -$38.7K 0.35% 69
2018
Q4 		$399K Sell
15,004
-428
-3% -$14.4K 0.43% 62
2018
Q3 		$540K Buy
15,432
+1,367
+10% +$59.4K 0.5% 64
2018
Q2 		$659K Buy
14,065
+373
+3% +$18.8K 0.65% 59
2018
Q1 		$701K Sell
13,692
-344
-2% -$17K 0.74% 57
2017
Q4 		$756K Buy
+14,036
New +$642K 0.78% 54

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return