ForthRight Wealth Management’s Alcoa AA Stock Holding History

ForthRight 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 Q1	–	Sell	-300	Closed	-$7K	–	36
2020 Q4	$7K	Buy	+300	New	+$5.22K	0.01%	134

Other funds holding AA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ForthRight Wealth Management's AA Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Alcoa (AA) in Q1 2021, closing a stake of 300 shares — an estimated $7K sold.

ForthRight Wealth Management first reported a position in AA in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 355 funds tracked by Wall St. Rank hold AA as of Q1 2021.

ForthRight Wealth Management reported no remaining Alcoa position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 300 Alcoa shares in Q1 2021, an estimated $7K.
ForthRight Wealth Management first reported a position in Alcoa in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Alcoa position peaked at $7K in Q4 2020.
355 funds tracked by Wall St. Rank held Alcoa as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.