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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bell & Brown Wealth Advisors's AA Position: Q3 2020 in Review

Bell & Brown Wealth Advisors reduced its Alcoa (AA) stake by 5.7% in Q3 2020, selling an estimated $17.5K and leaving 21,577 shares worth $289K. The position accounts for 0.21% of the portfolio, ranked #64.

Bell & Brown Wealth Advisors first reported a position in AA in Q4 2017 and has held it in 12 quarters since. The position peaked at $756K in Q4 2017. 313 funds tracked by Wall St. Rank hold AA as of Q3 2020.

Bell & Brown Wealth Advisors held 21,577 shares of Alcoa worth $289K as of Q3 2020.
Bell & Brown Wealth Advisors sold 1,300 Alcoa shares in Q3 2020, an estimated $17.5K.
Alcoa made up 0.21% of Bell & Brown Wealth Advisors's portfolio in Q3 2020, its #64 holding.
Bell & Brown Wealth Advisors first reported a position in Alcoa in Q4 2017 and has held it in 12 quarters since.
Bell & Brown Wealth Advisors's Alcoa position peaked at $756K in Q4 2017.
313 funds tracked by Wall St. Rank held Alcoa as of Q3 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.