Surevest’s Alcoa AA Stock Holding History

Surevest’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 Q3	$4K	Hold	126	–	–	﹤0.01%	330
2022 Q2	$6K	Buy	126 +1	+0.8%	+$65	﹤0.01%	321
2022 Q1	$11K	Hold	125	–	–	﹤0.01%	271
2021 Q4	$7K	Buy	+125	New	+$6.26K	﹤0.01%	293

Other funds holding AA

BlackRock New York $5.72T 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 New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's AA Position: Q3 2022 in Review

Surevest held its Alcoa (AA) position steady in Q3 2022 at 126 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Surevest first reported a position in AA in Q4 2021 and has held it in 4 quarters since. The position peaked at $11K in Q1 2022. 504 funds tracked by Wall St. Rank hold AA as of Q3 2022.

Surevest held 126 shares of Alcoa worth $4K as of Q3 2022.
Surevest left its Alcoa share count unchanged in Q3 2022.
Alcoa made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #330 holding.
Surevest first reported a position in Alcoa in Q4 2021 and has held it in 4 quarters since.
Surevest's Alcoa position peaked at $11K in Q1 2022.
504 funds tracked by Wall St. Rank held Alcoa as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.