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Optimum Investment Advisors’s Alcoa AA Stock Holding History

Optimum Investment 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
2022
Q1 		– Sell
-39
Closed -$2K – 824
2021
Q4 		$2K Buy
+39
New +$1.95K ﹤0.01% 773
2020
Q1 		– Sell
-700
Closed -$15K – 864
2019
Q4 		$15K Hold
700
– – ﹤0.01% 711
2019
Q3 		$14K Buy
+700
New +$14.6K ﹤0.01% 727
2018
Q3 		– Sell
-114
Closed -$5K – 1032
2018
Q2 		$5K Hold
114
– – ﹤0.01% 926
2018
Q1 		$5K Buy
+114
New +$5.65K ﹤0.01% 893
2015
Q1 		– Sell
-429
Closed -$16K – 966
2014
Q4 		$16K Buy
429
+1
+0.2% +$39 0.01% 766
2014
Q3 		$17K Buy
428
+1
+0.2% +$39 0.01% 671
2014
Q2 		$15K Buy
+427
New +$14K ﹤0.01% 706

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optimum Investment Advisors's AA Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Alcoa (AA) in Q1 2022, closing a stake of 39 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in AA in Q2 2014 and held it in 8 quarters. The position peaked at $17K in Q3 2014. 587 funds tracked by Wall St. Rank hold AA as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Alcoa position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 39 Alcoa shares in Q1 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Alcoa in Q2 2014 and held it in 8 quarters.
  • Optimum Investment Advisors's Alcoa position peaked at $17K in Q3 2014.
  • 587 funds tracked by Wall St. Rank held Alcoa as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.