Laurel Wealth Advisors (California)’s Alcoa AA Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$560K	Buy	14,421 +3,112	+28%	+$135K	0.06%	335
2022 Q3	$381K	Sell	11,309 -50	-0.4%	-$2.33K	0.04%	409
2022 Q2	$518K	Buy	11,359 +2,040	+22%	+$132K	0.05%	346
2022 Q1	$839K	Sell	9,319 -265	-3%	-$19.2K	0.07%	279
2021 Q4	$571K	Sell	9,584 -167	-2%	-$8.37K	0.04%	404
2021 Q3	$477K	Sell	9,751 -10	-0.1%	-$423	0.09%	240
2021 Q2	$360K	Buy	+9,761	New	+$355K	0.05%	355

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Alcoa (AA) stake by 28% in Q4 2022, buying an estimated $135K and bringing the position to 14,421 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #335.

Laurel Wealth Advisors (California) first reported a position in AA in Q2 2021 and has held it in 7 quarters since. The position peaked at $839K in Q1 2022. 502 funds tracked by Wall St. Rank hold AA as of Q4 2022.

Laurel Wealth Advisors (California) held 14,421 shares of Alcoa worth $560K as of Q4 2022.
Laurel Wealth Advisors (California) bought 3,112 Alcoa shares in Q4 2022, an estimated $135K.
Alcoa made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #335 holding.
Laurel Wealth Advisors (California) first reported a position in Alcoa in Q2 2021 and has held it in 7 quarters since.
Laurel Wealth Advisors (California)'s Alcoa position peaked at $839K in Q1 2022.
502 funds tracked by Wall St. Rank held Alcoa as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.