Lee Financial’s Alcoa AA Stock Holding History

Lee Financial’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	–	Sell	-35	Closed	-$1K	–	930
2022 Q3	$1K	Sell	35 -3	-8%	-$140	﹤0.01%	730
2022 Q2	$2K	Buy	+38	New	+$2.46K	﹤0.01%	655
2021 Q4	–	Sell	-264	Closed	-$13K	–	895
2021 Q3	$13K	Buy	+264	New	+$11.2K	﹤0.01%	387

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 $3.38T AUM 44.17% 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

Lee Financial's AA Position: Q4 2022 in Review

Lee Financial sold out of Alcoa (AA) in Q4 2022, closing a stake of 35 shares — an estimated $1K sold.

Lee Financial first reported a position in AA in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 502 funds tracked by Wall St. Rank hold AA as of Q4 2022.

Lee Financial reported no remaining Alcoa position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 35 Alcoa shares in Q4 2022, an estimated $1K.
Lee Financial first reported a position in Alcoa in Q3 2021 and held it in 3 quarters.
Lee Financial's Alcoa position peaked at $13K in Q3 2021.
502 funds tracked by Wall St. Rank held Alcoa as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.