CFM Wealth Partners’s Alcoa AA Stock Holding History

CFM Wealth Partners’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	–	Sell	-11	Closed	–	–	150
2020 Q2	$0	Buy	+11	New	+$98	﹤0.01%	506
2020 Q1	–	Sell	-11	Closed	–	–	536
2019 Q4	$0	Buy	+11	New	+$228	﹤0.01%	487

Other funds holding AA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CFM Wealth Partners's AA Position: Q3 2020 in Review

CFM Wealth Partners sold out of Alcoa (AA) in Q3 2020, closing a stake of 11 shares.

CFM Wealth Partners first reported a position in AA in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 312 funds tracked by Wall St. Rank hold AA as of Q3 2020.

CFM Wealth Partners reported no remaining Alcoa position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 11 Alcoa shares in Q3 2020.
CFM Wealth Partners first reported a position in Alcoa in Q4 2019 and held it in 2 quarters.
CFM Wealth Partners's Alcoa position peaked at $0 in Q2 2020.
312 funds tracked by Wall St. Rank held Alcoa as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.