Stamos Capital Partners’s Alcoa AA Stock Holding History

Stamos Capital Partners’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	–	Sell	-14,110	Closed	-$475K	–	126
2022 Q3	$475K	Buy	+14,110	New	+$659K	0.12%	150

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Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Stamos Capital Partners's AA Position: Q4 2022 in Review

Stamos Capital Partners sold out of Alcoa (AA) in Q4 2022, closing a stake of 14,110 shares — an estimated $475K sold.

Stamos Capital Partners first reported a position in AA in Q3 2022 and held it in 1 quarter. The position peaked at $475K in Q3 2022. 502 funds tracked by Wall St. Rank hold AA as of Q4 2022.

Stamos Capital Partners reported no remaining Alcoa position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 14,110 Alcoa shares in Q4 2022, an estimated $475K.
Stamos Capital Partners first reported a position in Alcoa in Q3 2022 and held it in 1 quarter.
Stamos Capital Partners's Alcoa position peaked at $475K in Q3 2022.
502 funds tracked by Wall St. Rank held Alcoa as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.