LWAC
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return