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Sonora Investment Management’s Alcoa AA Stock Holding History

Sonora Investment 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
2021
Q3 		$6K Buy
123
+100
+435% +$4.22K ﹤0.01% 854
2021
Q2 		$1K Buy
+23
New +$836 ﹤0.01% 929

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sonora Investment Management's AA Position: Q3 2021 in Review

Sonora Investment Management increased its Alcoa (AA) stake by 435% in Q3 2021, buying an estimated $4.22K and bringing the position to 123 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Sonora Investment Management first reported a position in AA in Q2 2021 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold AA as of Q3 2021.

  • Sonora Investment Management held 123 shares of Alcoa worth $6K as of Q3 2021.
  • Sonora Investment Management bought 100 Alcoa shares in Q3 2021, an estimated $4.22K.
  • Alcoa made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #854 holding.
  • Sonora Investment Management first reported a position in Alcoa in Q2 2021 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held Alcoa as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.