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Lake Point Wealth Management’s Alcoa AA Stock Holding History

Lake Point Wealth Management’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
2022
Q2 		$1K Hold
11
– – ﹤0.01% 356
2022
Q1 		$1K Hold
11
– – ﹤0.01% 367
2021
Q4 		$1K Hold
11
– – ﹤0.01% 369
2021
Q3 		$1K Hold
11
– – ﹤0.01% 347
2021
Q2 		$0 Buy
+11
New +$400 ﹤0.01% 407
2020
Q1 		$0 Hold
11
– – ﹤0.01% 383
2019
Q4 		$0 Buy
+11
New +$228 ﹤0.01% 602

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's AA Position: Q2 2022 in Review

Lake Point Wealth Management held its Alcoa (AA) position steady in Q2 2022 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lake Point Wealth Management first reported a position in AA in Q4 2019 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

  • Lake Point Wealth Management held 11 shares of Alcoa worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Alcoa share count unchanged in Q2 2022.
  • Alcoa made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #356 holding.
  • Lake Point Wealth Management first reported a position in Alcoa in Q4 2019 and has held it in 7 quarters since.
  • 513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.