Clarus Wealth Advisors’s Alcoa AA Stock Holding History

Clarus 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
2019 Q3	–	Sell	-141	Closed	-$3K	–	146
2019 Q2	$3K	Hold	141	–	–	﹤0.01%	536
2019 Q1	$4K	Buy	+141	New	+$4.03K	﹤0.01%	585

Other funds holding AA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Clarus Wealth Advisors's AA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Alcoa (AA) in Q3 2019, closing a stake of 141 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in AA in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 320 funds tracked by Wall St. Rank hold AA as of Q3 2019.

Clarus Wealth Advisors reported no remaining Alcoa position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 141 Alcoa shares in Q3 2019, an estimated $3K.
Clarus Wealth Advisors first reported a position in Alcoa in Q1 2019 and held it in 2 quarters.
Clarus Wealth Advisors's Alcoa position peaked at $4K in Q1 2019.
320 funds tracked by Wall St. Rank held Alcoa as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.