Concord Wealth Partners’s Alcoa AA Stock Holding History

Concord 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
2023 Q1	–	Sell	-18	Closed	-$818	–	989
2022 Q4	$818	Buy	+18	New	+$783	﹤0.01%	1107

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's AA Position: Q1 2023 in Review

Concord Wealth Partners sold out of Alcoa (AA) in Q1 2023, closing a stake of 18 shares — an estimated $818 sold.

Concord Wealth Partners first reported a position in AA in Q4 2022 and held it in 1 quarter. The position peaked at $818 in Q4 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

Concord Wealth Partners reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 18 Alcoa shares in Q1 2023, an estimated $818.
Concord Wealth Partners first reported a position in Alcoa in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's Alcoa position peaked at $818 in Q4 2022.
517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.