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Kula Investments’s Alcoa AA Stock Holding History

Kula Investments’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
Q1 		$354K Buy
+8,322
New +$401K 0.09% 410

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's AA Position: Q1 2023 in Review

Kula Investments opened a new position in Alcoa (AA) in Q1 2023: 8,322 shares worth $354K. The stake represents 0.09% of the portfolio and ranks #410 among its holdings.

517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

  • Kula Investments held 8,322 shares of Alcoa worth $354K as of Q1 2023.
  • Alcoa was a new Kula Investments position in Q1 2023.
  • Alcoa made up 0.09% of Kula Investments's portfolio in Q1 2023, its #410 holding.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.