PF
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Phoenix Financial’s Alcoa AA Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-5,333
Closed -$243K – 294
2022
Q4 		$243K Buy
+5,333
New +$232K ﹤0.01% 252
2022
Q3 		– Sell
-4,547
Closed -$207K – 337
2022
Q2 		$207K Buy
4,547
+942
+26% +$61.1K ﹤0.01% 354
2022
Q1 		$325K Buy
+3,605
New +$262K 0.01% 328
2021
Q4 		– Sell
-1,262,103
Closed -$61.8M – 381
2021
Q3 		$61.8M Buy
+1,262,103
New +$53.3M 1.07% 26

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return