Crewe Advisors’s Alcoa AA Stock Holding History

Crewe 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
2023 Q4	–	Sell	-11	Closed	-$320	–	414
2023 Q3	$320	Buy	11 +3	+38%	+$94	﹤0.01%	415
2023 Q2	$272	Buy	+8	New	+$291	﹤0.01%	680
2019 Q4	–	Sell	-250	Closed	-$5K	–	250
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	193
2019 Q2	$6K	Hold	250	–	–	﹤0.01%	232
2019 Q1	$7K	Hold	250	–	–	﹤0.01%	188
2018 Q4	$7K	Hold	250	–	–	﹤0.01%	188
2018 Q3	$10K	Hold	250	–	–	0.01%	194
2018 Q2	$12K	Hold	250	–	–	0.01%	200
2018 Q1	$11K	Hold	250	–	–	0.01%	216
2017 Q4	$13K	Buy	+250	New	+$11.4K	0.01%	208

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's AA Position: Q4 2023 in Review

Crewe Advisors sold out of Alcoa (AA) in Q4 2023, closing a stake of 11 shares — an estimated $320 sold.

Crewe Advisors first reported a position in AA in Q4 2017 and held it in 10 quarters. The position peaked at $13K in Q4 2017. 453 funds tracked by Wall St. Rank hold AA as of Q4 2023.

Crewe Advisors reported no remaining Alcoa position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 11 Alcoa shares in Q4 2023, an estimated $320.
Crewe Advisors first reported a position in Alcoa in Q4 2017 and held it in 10 quarters.
Crewe Advisors's Alcoa position peaked at $13K in Q4 2017.
453 funds tracked by Wall St. Rank held Alcoa as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.