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Steward Financial Group’s Alcoa AA Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+63
New +$1.98K ﹤0.01% 1078
2023
Q2 		– Sell
-126
Closed -$5K – 393
2023
Q1 		$5K Buy
126
+73
+138% +$3.52K ﹤0.01% 295
2022
Q4 		$2K Buy
+53
New +$2.31K ﹤0.01% 289
2022
Q3 		– Sell
-95
Closed -$4K – 51
2022
Q2 		$4K Buy
+95
New +$6.16K ﹤0.01% 358

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Steward Financial Group's AA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Alcoa (AA) in Q3 2023: 63 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AA as recently as Q1 2023.

Steward Financial Group first reported a position in AA in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 414 funds tracked by Wall St. Rank hold AA as of Q3 2023.

  • Steward Financial Group held 63 shares of Alcoa worth $1K as of Q3 2023.
  • Alcoa was a new Steward Financial Group position in Q3 2023.
  • Alcoa made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1078 holding.
  • Steward Financial Group first reported a position in Alcoa in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Alcoa position peaked at $5K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Alcoa as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.