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
2021 Q2	–	Sell	-1,300	Closed	-$3K	–	901
2021 Q1	$3K	Buy	+1,300	New	+$32.9K	﹤0.01%	847

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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. 588 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.
588 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.