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First Personal Financial Services’s Alcoa AA Stock Holding History

First Personal Financial Services’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
2024
Q3 		$155 Buy
+4
New +$136 ﹤0.01% 498
2022
Q4 		– Sell
-122
Closed -$4K – 393
2022
Q3 		$4K Hold
122
– – ﹤0.01% 381
2022
Q2 		$6K Hold
122
– – ﹤0.01% 303
2022
Q1 		$11K Sell
122
-244
-67% -$17.7K ﹤0.01% 289
2021
Q4 		$22K Hold
366
– – ﹤0.01% 242
2021
Q3 		$18K Hold
366
– – ﹤0.01% 251
2021
Q2 		$13K Hold
366
– – ﹤0.01% 277
2021
Q1 		$12K Hold
366
– – ﹤0.01% 270
2020
Q4 		$8K Hold
366
– – ﹤0.01% 280
2020
Q3 		$4K Hold
366
– – ﹤0.01% 275
2020
Q2 		$4K Hold
366
– – ﹤0.01% 281
2020
Q1 		$2K Hold
366
– – ﹤0.01% 282
2019
Q4 		$8K Hold
366
– – ﹤0.01% 289
2019
Q3 		$7K Hold
366
– – ﹤0.01% 376
2019
Q2 		$9K Hold
366
– – ﹤0.01% 510
2019
Q1 		$10K Hold
366
– – ﹤0.01% 489
2018
Q4 		$10K Hold
366
– – ﹤0.01% 464
2018
Q3 		$15K Hold
366
– – ﹤0.01% 440
2018
Q2 		$17K Sell
366
-547
-60% -$27.5K 0.01% 411
2018
Q1 		$41K Sell
913
-123
-12% -$6.09K 0.01% 476
2017
Q4 		$56K Buy
1,036
+68
+7% +$3.11K 0.01% 448
2017
Q3 		$45K Buy
968
+602
+164% +$24.1K 0.01% 443
2017
Q2 		$12K Hold
366
– – ﹤0.01% 670
2017
Q1 		$13K Buy
366
+225
+160% +$7.87K ﹤0.01% 652
2016
Q4 		$4K Buy
+141
New +$3.83K ﹤0.01% 834
2016
Q3 		– Sell
-938
Closed -$21K – 794
2016
Q2 		$21K Buy
+938
New +$21.9K 0.01% 413
2015
Q4 		– Sell
-47
Closed -$2K – 386
2015
Q3 		$2K Hold
47
– – ﹤0.01% 381
2015
Q2 		$2K Sell
47
-314
-87% -$9.73K ﹤0.01% 376
2015
Q1 		$12K Hold
361
– – 0.01% 264
2014
Q4 		$13K Buy
+361
New +$14K 0.01% 237

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's AA Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Alcoa (AA) in Q3 2024: 4 shares worth $155. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AA as recently as Q3 2022.

First Personal Financial Services first reported a position in AA in Q4 2014 and has held it in 30 quarters since. The position peaked at $56K in Q4 2017. 486 funds tracked by Wall St. Rank hold AA as of Q3 2024.

  • First Personal Financial Services held 4 shares of Alcoa worth $155 as of Q3 2024.
  • Alcoa was a new First Personal Financial Services position in Q3 2024.
  • Alcoa made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #498 holding.
  • First Personal Financial Services first reported a position in Alcoa in Q4 2014 and has held it in 30 quarters since.
  • First Personal Financial Services's Alcoa position peaked at $56K in Q4 2017.
  • 486 funds tracked by Wall St. Rank held Alcoa as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.