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Ironwood Financial’s Alcoa AA Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-1
Closed – – 125
2021
Q3 		$0 Hold
1
– – ﹤0.01% 559
2021
Q2 		$0 Sell
1
-4
-80% -$145 ﹤0.01% 547
2021
Q1 		$0 Hold
5
– – ﹤0.01% 531
2020
Q4 		$0 Hold
5
– – ﹤0.01% 478
2020
Q3 		$0 Hold
5
– – ﹤0.01% 429
2020
Q2 		$0 Buy
+5
New +$45 ﹤0.01% 399
2015
Q1 		– Sell
-7
Closed – – 314
2014
Q4 		$0 Buy
+7
New +$271 ﹤0.01% 295

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Ironwood Financial's AA Position: Q4 2021 in Review

Ironwood Financial sold out of Alcoa (AA) in Q4 2021, closing a stake of 1 share.

Ironwood Financial first reported a position in AA in Q4 2014 and held it in 7 quarters. The position peaked at $0 in Q3 2021. 517 funds tracked by Wall St. Rank hold AA as of Q4 2021.

  • Ironwood Financial reported no remaining Alcoa position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1 Alcoa share in Q4 2021.
  • Ironwood Financial first reported a position in Alcoa in Q4 2014 and held it in 7 quarters.
  • Ironwood Financial's Alcoa position peaked at $0 in Q3 2021.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.