Sargent Bickham Lagudis’s Alcoa AA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$20.1K	Hold	442	–	–	﹤0.01%	606
2022 Q3	$15K	Hold	442	–	–	﹤0.01%	625
2022 Q2	$20K	Buy	442 +39	+10%	+$2.53K	﹤0.01%	584
2022 Q1	$36K	Hold	403	–	–	﹤0.01%	512
2021 Q4	$24K	Hold	403	–	–	﹤0.01%	568
2021 Q3	$20K	Hold	403	–	–	﹤0.01%	596
2021 Q2	$15K	Buy	+403	New	+$14.7K	﹤0.01%	649
2019 Q2	–	Sell	-11	Closed	–	–	750
2019 Q1	$0	Hold	11	–	–	﹤0.01%	798
2018 Q4	$0	Hold	11	–	–	﹤0.01%	746
2018 Q3	$0	Hold	11	–	–	﹤0.01%	755
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	730
2018 Q1	$0	Hold	11	–	–	﹤0.01%	755
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	765
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	779
2017 Q2	$0	Hold	11	–	–	﹤0.01%	767
2017 Q1	$0	Hold	11	–	–	﹤0.01%	746
2016 Q4	$0	Buy	+11	New	+$299	﹤0.01%	705

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

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