Focused Wealth Management’s Alcoa AA Stock Holding History

Focused 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
2021 Q3	–	Sell	-15,000	Closed	-$12K	–	980
2021 Q2	$12K	Buy	+15,000	New	+$545K	﹤0.01%	577
2014 Q2	–	Sell	-42	Closed	-$6K	–	664
2014 Q1	$6K	Buy	+42	New	+$1.17K	0.01%	454

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focused Wealth Management's AA Position: Q1 2024 in Review

Focused Wealth Management sold out of Alcoa (AA) in Q1 2024, closing a stake of 30 shares — an estimated $1.01K sold.

Focused Wealth Management first reported a position in AA in Q3 2013 and held it in 38 quarters. The position peaked at $29K in Q3 2015. 441 funds tracked by Wall St. Rank hold AA as of Q1 2024.

Focused Wealth Management reported no remaining Alcoa position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 30 Alcoa shares in Q1 2024, an estimated $1.01K.
Focused Wealth Management first reported a position in Alcoa in Q3 2013 and held it in 38 quarters.
Focused Wealth Management's Alcoa position peaked at $29K in Q3 2015.
441 funds tracked by Wall St. Rank held Alcoa as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.