Carolinas Wealth Consulting’s Alcoa AA Stock Holding History

Carolinas Wealth 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
2023 Q2	–	Sell	-10	Closed	-$426	–	1060
2023 Q1	$426	Buy	+10	New	+$482	﹤0.01%	1011

Other funds holding AA

BlackRock New York $5.72T 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 New York $544B AUM 28.31% 1-Year Est. Return

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

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carolinas Wealth Consulting's AA Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Alcoa (AA) in Q2 2023, closing a stake of 10 shares — an estimated $426 sold.

Carolinas Wealth Consulting first reported a position in AA in Q1 2023 and held it in 1 quarter. The position peaked at $426 in Q1 2023. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

Carolinas Wealth Consulting reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 10 Alcoa shares in Q2 2023, an estimated $426.
Carolinas Wealth Consulting first reported a position in Alcoa in Q1 2023 and held it in 1 quarter.
Carolinas Wealth Consulting's Alcoa position peaked at $426 in Q1 2023.
450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.