O'Donnell Financial Services’s Alcoa AA Stock Holding History

O'Donnell Financial Services’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 Q4	–	Sell	-34,803	Closed	-$1.7M	–	44
2021 Q3	$1.7M	Buy	+34,803	New	+$1.47M	0.82%	14

Other funds holding AA

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

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

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

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

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

O'Donnell Financial Services's AA Position: Q4 2021 in Review

O'Donnell Financial Services sold out of Alcoa (AA) in Q4 2021, closing a stake of 34,803 shares — an estimated $1.7M sold.

O'Donnell Financial Services first reported a position in AA in Q3 2021 and held it in 1 quarter. The position peaked at $1.7M in Q3 2021. 517 funds tracked by Wall St. Rank hold AA as of Q4 2021.

O'Donnell Financial Services reported no remaining Alcoa position as of Q4 2021 after selling out during the quarter.
O'Donnell Financial Services sold 34,803 Alcoa shares in Q4 2021, an estimated $1.7M.
O'Donnell Financial Services first reported a position in Alcoa in Q3 2021 and held it in 1 quarter.
O'Donnell Financial Services's Alcoa position peaked at $1.7M in Q3 2021.
517 funds tracked by Wall St. Rank held Alcoa as of Q4 2021.

Based on O'Donnell Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.