Retirement Group’s Alcoa AA Stock Holding History

Retirement Group’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	-25	Closed	-$2K	–	736
2022 Q1	$2K	Sell	25 -475	-95%	-$34.5K	﹤0.01%	606
2021 Q4	$30K	Buy	500 +250	+100%	+$12.5K	0.01%	273
2021 Q3	$12K	Sell	250 -750	-75%	-$31.7K	0.01%	366
2021 Q2	$37K	Buy	+1,000	New	+$36.4K	0.02%	262

Other funds holding AA

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Group's AA Position: Q2 2022 in Review

Retirement Group sold out of Alcoa (AA) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

Retirement Group first reported a position in AA in Q2 2021 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

Retirement Group reported no remaining Alcoa position as of Q2 2022 after selling out during the quarter.
Retirement Group sold 25 Alcoa shares in Q2 2022, an estimated $2K.
Retirement Group first reported a position in Alcoa in Q2 2021 and held it in 4 quarters.
Retirement Group's Alcoa position peaked at $37K in Q2 2021.
513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.