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GYL Financial Synergies’s Alcoa AA Stock Holding History

GYL Financial Synergies’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
Q1 		– Sell
-13,548
Closed -$461K – 366
2023
Q4 		$461K Sell
13,548
-24,830
-65% -$672K 0.04% 250
2023
Q3 		$1.12M Sell
38,378
-1,908
-5% -$59.8K 0.11% 167
2023
Q2 		$1.37M Buy
40,286
+2,568
+7% +$93.3K 0.12% 149
2023
Q1 		$1.61M Buy
+37,718
New +$1.82M 0.19% 96

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GYL Financial Synergies's AA Position: Q1 2024 in Review

GYL Financial Synergies sold out of Alcoa (AA) in Q1 2024, closing a stake of 13,548 shares — an estimated $461K sold.

GYL Financial Synergies first reported a position in AA in Q1 2023 and held it in 4 quarters. The position peaked at $1.61M in Q1 2023. 440 funds tracked by Wall St. Rank hold AA as of Q1 2024.

  • GYL Financial Synergies reported no remaining Alcoa position as of Q1 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 13,548 Alcoa shares in Q1 2024, an estimated $461K.
  • GYL Financial Synergies first reported a position in Alcoa in Q1 2023 and held it in 4 quarters.
  • GYL Financial Synergies's Alcoa position peaked at $1.61M in Q1 2023.
  • 440 funds tracked by Wall St. Rank held Alcoa as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.