MinichMacGregor Wealth Management’s Alcoa AA Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-14	Closed	-$636	–	95
2022 Q4	$636	Buy	+14	New	+$609	﹤0.01%	660

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's AA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Alcoa (AA) in Q1 2023, closing a stake of 14 shares — an estimated $636 sold.

MinichMacGregor Wealth Management first reported a position in AA in Q4 2022 and held it in 1 quarter. The position peaked at $636 in Q4 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 14 Alcoa shares in Q1 2023, an estimated $636.
MinichMacGregor Wealth Management first reported a position in Alcoa in Q4 2022 and held it in 1 quarter.
MinichMacGregor Wealth Management's Alcoa position peaked at $636 in Q4 2022.
517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.