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Oliver Lagore Vanvalin Investment Group’s Alcoa AA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-43
Closed -$1.83K – 774
2023
Q1 		$1.83K Hold
43
– – ﹤0.01% 589
2022
Q4 		$1.96K Hold
43
– – ﹤0.01% 559
2022
Q3 		$1K Buy
+43
New +$2.01K ﹤0.01% 549

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AA Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Alcoa (AA) in Q2 2023, closing a stake of 43 shares — an estimated $1.83K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AA in Q3 2022 and held it in 3 quarters. The position peaked at $1.96K in Q4 2022. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 43 Alcoa shares in Q2 2023, an estimated $1.83K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Alcoa in Q3 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Alcoa position peaked at $1.96K in Q4 2022.
  • 450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.