Loring Wolcott & Coolidge Fiduciary Advisors’s Alcoa AA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q3	–	Sell	-168	Closed	-$6K	–	745
2021 Q2	$6K	Buy	+168	New	+$6.11K	﹤0.01%	704
2018 Q1	–	Sell	-28	Closed	-$2K	–	719
2017 Q4	$2K	Hold	28	–	–	﹤0.01%	636
2017 Q3	$1K	Buy	+28	New	+$1.12K	﹤0.01%	691
2016 Q4	–	Sell	-5,857	Closed	-$143K	–	593
2016 Q3	$143K	Sell	5,857 -64	-1%	-$1.56K	﹤0.01%	299
2016 Q2	$132K	Hold	5,921	–	–	﹤0.01%	302
2016 Q1	$136K	Hold	5,921	–	–	﹤0.01%	286
2015 Q4	$140K	Buy	5,921 +64	+1%	+$1.43K	﹤0.01%	304
2015 Q3	$157K	Hold	5,857	–	–	﹤0.01%	299
2015 Q2	$157K	Hold	5,857	–	–	﹤0.01%	299
2015 Q1	$182K	Hold	5,857	–	–	﹤0.01%	293
2014 Q4	$222K	Hold	5,857	–	–	0.01%	263
2014 Q3	$226K	Hold	5,857	–	–	0.01%	254
2014 Q2	$210K	Hold	5,857	–	–	0.01%	269
2014 Q1	$181K	Buy	+5,857	New	+$163K	﹤0.01%	274
2013 Q3	–	Sell	-222	Closed	-$4K	–	553
2013 Q2	$4K	Buy	+222	New	+$4.44K	﹤0.01%	566

Other funds holding AA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AA Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Alcoa (AA) in Q3 2021, closing a stake of 168 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AA in Q2 2013 and held it in 15 quarters. The position peaked at $226K in Q3 2014. 462 funds tracked by Wall St. Rank hold AA as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Alcoa position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 168 Alcoa shares in Q3 2021, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Alcoa in Q2 2013 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Alcoa position peaked at $226K in Q3 2014.
462 funds tracked by Wall St. Rank held Alcoa as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.