Fiducient Advisors’s Alcoa AA Stock Holding History

Fiducient 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 Q1	–	Sell	-4,950	Closed	-$225K	–	49
2022 Q4	$225K	Buy	+4,950	New	+$215K	0.07%	167

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

Fiducient Advisors's AA Position: Q1 2023 in Review

Fiducient Advisors sold out of Alcoa (AA) in Q1 2023, closing a stake of 4,950 shares — an estimated $225K sold.

Fiducient Advisors first reported a position in AA in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

Fiducient Advisors reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
Fiducient Advisors sold 4,950 Alcoa shares in Q1 2023, an estimated $225K.
Fiducient Advisors first reported a position in Alcoa in Q4 2022 and held it in 1 quarter.
Fiducient Advisors's Alcoa position peaked at $225K in Q4 2022.
517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.