Personal Capital Advisors’s Alcoa AA Stock Holding History

Personal Capital 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 Q2	–	Sell	-8,472	Closed	-$763K	–	444
2022 Q1	$763K	Sell	8,472 -1,481	-15%	-$108K	﹤0.01%	268
2021 Q4	$593K	Sell	9,953 -39,701	-80%	-$1.99M	﹤0.01%	310
2021 Q3	$2.43M	Sell	49,654 -193,583	-80%	-$8.18M	0.01%	218
2021 Q2	$8.96M	Sell	243,237 -68,829	-22%	-$2.5M	0.05%	179
2021 Q1	$10.1M	Buy	312,066 +38,472	+14%	+$973K	0.06%	154
2020 Q4	$6.31M	Buy	273,594 +50,801	+23%	+$884K	0.04%	177
2020 Q3	$2.59M	Buy	222,793 +37,440	+20%	+$503K	0.02%	221
2020 Q2	$2.08M	Buy	185,353 +89,793	+94%	+$803K	0.02%	211
2020 Q1	$622K	Buy	95,560 +5,185	+6%	+$71.2K	0.01%	243
2019 Q4	$1.94M	Buy	90,375 +47,938	+113%	+$992K	0.02%	208
2019 Q3	$851K	Buy	42,437 +467	+1%	+$9.71K	0.01%	228
2019 Q2	$983K	Buy	41,970 +15,814	+60%	+$394K	0.01%	220
2019 Q1	$737K	Buy	26,156 +12,906	+97%	+$369K	0.01%	217
2018 Q4	$352K	Sell	13,250 -384	-3%	-$12.9K	﹤0.01%	249
2018 Q3	$551K	Buy	13,634 +4,653	+52%	+$202K	0.01%	218
2018 Q2	$421K	Buy	+8,981	New	+$452K	0.01%	217

Other funds holding AA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Fisher Asset Management

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

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