IWP
AA icon

Icon Wealth Partners’s Alcoa AA Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-845
Closed -$24K – 164
2019
Q1 		$24K Buy
+845
New +$24.2K 0.01% 504
2018
Q3 		– Sell
-845
Closed -$40K – 272
2018
Q2 		$40K Buy
+845
New +$42.5K 0.02% 430
2018
Q1 		– Sell
-845
Closed -$46K – 255
2017
Q4 		$46K Buy
+845
New +$38.6K 0.02% 437

Other funds holding AA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Icon Wealth Partners's AA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Alcoa (AA) in Q2 2019, closing a stake of 845 shares — an estimated $24K sold.

Icon Wealth Partners first reported a position in AA in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q4 2017. 336 funds tracked by Wall St. Rank hold AA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Alcoa position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 845 Alcoa shares in Q2 2019, an estimated $24K.
  • Icon Wealth Partners first reported a position in Alcoa in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Alcoa position peaked at $46K in Q4 2017.
  • 336 funds tracked by Wall St. Rank held Alcoa as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.