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Regent Peak Wealth Advisors’s Alcoa AA Stock Holding History

Regent Peak Wealth 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
2023
Q1 		– Sell
-29,677
Closed -$1.35M – 162
2022
Q4 		$1.35M Buy
+29,677
New +$1.29M 0.44% 48
2021
Q1 		– Sell
-36
Closed -$1K – 155
2020
Q4 		$1K Buy
+36
New +$627 ﹤0.01% 870

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

Regent Peak Wealth Advisors's AA Position: Q1 2023 in Review

Regent Peak Wealth Advisors sold out of Alcoa (AA) in Q1 2023, closing a stake of 29,677 shares — an estimated $1.35M sold.

Regent Peak Wealth Advisors first reported a position in AA in Q4 2020 and held it in 2 quarters. The position peaked at $1.35M in Q4 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

  • Regent Peak Wealth Advisors reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 29,677 Alcoa shares in Q1 2023, an estimated $1.35M.
  • Regent Peak Wealth Advisors first reported a position in Alcoa in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Alcoa position peaked at $1.35M in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.