KSWA
AA icon

Kathleen S. Wright Associates’s Alcoa AA Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-222
Closed -$6.45K – 197
2023
Q3 		$6.45K Buy
+222
New +$6.96K ﹤0.01% 161
2023
Q1 		– Sell
-114
Closed -$5K – 164
2022
Q4 		$5K Hold
114
– – ﹤0.01% 174
2022
Q3 		$4K Buy
+114
New +$5.32K ﹤0.01% 163

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kathleen S. Wright Associates's AA Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Alcoa (AA) in Q4 2023, closing a stake of 222 shares — an estimated $6.45K sold.

Kathleen S. Wright Associates first reported a position in AA in Q3 2022 and held it in 3 quarters. The position peaked at $6.45K in Q3 2023. 454 funds tracked by Wall St. Rank hold AA as of Q4 2023.

  • Kathleen S. Wright Associates reported no remaining Alcoa position as of Q4 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 222 Alcoa shares in Q4 2023, an estimated $6.45K.
  • Kathleen S. Wright Associates first reported a position in Alcoa in Q3 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Alcoa position peaked at $6.45K in Q3 2023.
  • 454 funds tracked by Wall St. Rank held Alcoa as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.