BCA
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Berman Capital Advisors’s Alcoa AA Stock Holding History

Berman Capital 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
2021
Q3 		$23K Buy
473
+147
+45% +$6.21K ﹤0.01% 927
2021
Q2 		$12K Buy
326
+77
+31% +$2.8K ﹤0.01% 1074
2021
Q1 		$8K Hold
249
– – ﹤0.01% 1084
2020
Q4 		$5K Hold
249
– – ﹤0.01% 1118
2020
Q3 		$2K Hold
249
– – ﹤0.01% 1245
2020
Q2 		$2K Buy
249
+89
+56% +$796 ﹤0.01% 1218
2020
Q1 		$0 Buy
160
+53
+50% +$727 ﹤0.01% 1436
2019
Q4 		$2K Hold
107
– – ﹤0.01% 1157
2019
Q3 		$2K Buy
107
+60
+128% +$1.25K ﹤0.01% 1136
2019
Q2 		$1K Buy
47
+1
+2% +$25 ﹤0.01% 1286
2019
Q1 		$1K Buy
+46
New +$1.32K ﹤0.01% 1166

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Berman Capital Advisors's AA Position: Q3 2021 in Review

Berman Capital Advisors increased its Alcoa (AA) stake by 45% in Q3 2021, buying an estimated $6.21K and bringing the position to 473 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Berman Capital Advisors first reported a position in AA in Q1 2019 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold AA as of Q3 2021.

  • Berman Capital Advisors held 473 shares of Alcoa worth $23K as of Q3 2021.
  • Berman Capital Advisors bought 147 Alcoa shares in Q3 2021, an estimated $6.21K.
  • Alcoa made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #927 holding.
  • Berman Capital Advisors first reported a position in Alcoa in Q1 2019 and has held it in 11 quarters since.
  • 462 funds tracked by Wall St. Rank held Alcoa as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.