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Sterling Investment Advisors (Pennsylvania)’s Alcoa AA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-501
Closed -$30K – 576
2021
Q4 		$30K Buy
501
+1
+0.2% +$50 0.01% 314
2021
Q3 		$24K Hold
500
– – 0.01% 338
2021
Q2 		$18K Hold
500
– – 0.01% 363
2021
Q1 		$16K Hold
500
– – 0.01% 362
2020
Q4 		$12K Hold
500
– – ﹤0.01% 349
2020
Q3 		$6K Hold
500
– – ﹤0.01% 371
2020
Q2 		$5K Buy
+500
New +$4.47K ﹤0.01% 377

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AA Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Alcoa (AA) in Q1 2022, closing a stake of 501 shares — an estimated $30K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AA in Q2 2020 and held it in 7 quarters. The position peaked at $30K in Q4 2021. 588 funds tracked by Wall St. Rank hold AA as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Alcoa position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 501 Alcoa shares in Q1 2022, an estimated $30K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Alcoa in Q2 2020 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Alcoa position peaked at $30K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Alcoa as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.