Mariner Independent Advisor Network’s Alcoa AA Stock Holding History

Mariner Independent Advisor Network’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 Q3	$553K	Sell	16,431 -3,171	-16%	-$148K	0.02%	454
2022 Q2	$894K	Buy	19,602 +3,120	+19%	+$202K	0.04%	390
2022 Q1	$1.5M	Sell	16,482 -9,817	-37%	-$713K	0.06%	304
2021 Q4	$1.57M	Buy	+26,299	New	+$1.32M	0.07%	266
2021 Q3	–	Sell	-17,693	Closed	-$652K	–	462
2021 Q2	$652K	Buy	17,693 +2,849	+19%	+$104K	0.03%	393
2021 Q1	$482K	Buy	+14,844	New	+$376K	0.03%	366
2017 Q2	–	Sell	-31,450	Closed	-$1.08M	–	179
2017 Q1	$1.08M	Buy	+31,450	New	+$1.1M	0.13%	95

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network's AA Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Alcoa (AA) stake by 16% in Q3 2022, selling an estimated $148K and leaving 16,431 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #454.

Mariner Independent Advisor Network first reported a position in AA in Q1 2017 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2021. 505 funds tracked by Wall St. Rank hold AA as of Q3 2022.

Mariner Independent Advisor Network held 16,431 shares of Alcoa worth $553K as of Q3 2022.
Mariner Independent Advisor Network sold 3,171 Alcoa shares in Q3 2022, an estimated $148K.
Alcoa made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #454 holding.
Mariner Independent Advisor Network first reported a position in Alcoa in Q1 2017 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Alcoa position peaked at $1.57M in Q4 2021.
505 funds tracked by Wall St. Rank held Alcoa as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.