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Doyle Wealth Management’s Alcoa AA Stock Holding History

Doyle 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
2019
Q3 		– Sell
-621
Closed -$15K – 199
2019
Q2 		$15K Buy
+621
New +$15.5K ﹤0.01% 555
2019
Q1 		– Sell
-344
Closed -$9K – 194
2018
Q4 		$9K Buy
+344
New +$11.6K ﹤0.01% 630

Other funds holding AA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Doyle Wealth Management's AA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Alcoa (AA) in Q3 2019, closing a stake of 621 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in AA in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 321 funds tracked by Wall St. Rank hold AA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Alcoa position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 621 Alcoa shares in Q3 2019, an estimated $15K.
  • Doyle Wealth Management first reported a position in Alcoa in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Alcoa position peaked at $15K in Q2 2019.
  • 321 funds tracked by Wall St. Rank held Alcoa as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.