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Core Wealth Advisors (Florida)’s Alcoa AA Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-200
Closed -$7K – 190
2021
Q2 		$7K Hold
200
– – ﹤0.01% 139
2021
Q1 		$6K Hold
200
– – 0.01% 130
2020
Q4 		$5K Buy
+200
New +$3.48K ﹤0.01% 136

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $609B AUM 40.19% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AA Position: Q3 2021 in Review

Core Wealth Advisors (Florida) sold out of Alcoa (AA) in Q3 2021, closing a stake of 200 shares — an estimated $7K sold.

Core Wealth Advisors (Florida) first reported a position in AA in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 462 funds tracked by Wall St. Rank hold AA as of Q3 2021.

  • Core Wealth Advisors (Florida) reported no remaining Alcoa position as of Q3 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 200 Alcoa shares in Q3 2021, an estimated $7K.
  • Core Wealth Advisors (Florida) first reported a position in Alcoa in Q4 2020 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Alcoa position peaked at $7K in Q2 2021.
  • 462 funds tracked by Wall St. Rank held Alcoa as of Q3 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2021, filed 9 Nov 2021.