Curi Wealth Management’s Alcoa AA Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-30	Closed	-$1K	–	185
2022 Q2	$1K	Buy	+30	New	+$1.95K	﹤0.01%	540

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curi Wealth Management's AA Position: Q3 2022 in Review

Curi Wealth Management sold out of Alcoa (AA) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in AA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 505 funds tracked by Wall St. Rank hold AA as of Q3 2022.

Curi Wealth Management reported no remaining Alcoa position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 30 Alcoa shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Alcoa in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Alcoa position peaked at $1K in Q2 2022.
505 funds tracked by Wall St. Rank held Alcoa as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.