IAA
AA icon

Independent Advisor Alliance’s Alcoa AA Stock Holding History

Independent Advisor Alliance’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
2023
Q2 		– Sell
-6,033
Closed -$257K – 668
2023
Q1 		$257K Buy
+6,033
New +$291K 0.01% 549
2022
Q4 		– Sell
-6,118
Closed -$206K – 422
2022
Q3 		$206K Sell
6,118
-309
-5% -$14.4K 0.01% 575
2022
Q2 		$293K Sell
6,427
-19,755
-75% -$1.28M 0.02% 493
2022
Q1 		$2.36M Buy
+26,182
New +$1.9M 0.11% 158

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Advisor Alliance's AA Position: Q2 2023 in Review

Independent Advisor Alliance sold out of Alcoa (AA) in Q2 2023, closing a stake of 6,033 shares — an estimated $257K sold.

Independent Advisor Alliance first reported a position in AA in Q1 2022 and held it in 4 quarters. The position peaked at $2.36M in Q1 2022. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

  • Independent Advisor Alliance reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,033 Alcoa shares in Q2 2023, an estimated $257K.
  • Independent Advisor Alliance first reported a position in Alcoa in Q1 2022 and held it in 4 quarters.
  • Independent Advisor Alliance's Alcoa position peaked at $2.36M in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on Independent Advisor Alliance's 13F filing for Q2 2023, filed 28 Jul 2023.