PRW Wealth Management’s Alcoa AA Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-55	Closed	-$2K	–	54
2019 Q1	$2K	Hold	55	–	–	﹤0.01%	488
2018 Q4	$2K	Buy	+55	New	+$1.85K	﹤0.01%	488

Other funds holding AA

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

PRW Wealth Management's AA Position: Q2 2019 in Review

PRW Wealth Management sold out of Alcoa (AA) in Q2 2019, closing a stake of 55 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in AA in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 336 funds tracked by Wall St. Rank hold AA as of Q2 2019.

PRW Wealth Management reported no remaining Alcoa position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 55 Alcoa shares in Q2 2019, an estimated $2K.
PRW Wealth Management first reported a position in Alcoa in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Alcoa position peaked at $2K in Q1 2019.
336 funds tracked by Wall St. Rank held Alcoa as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.