Sutton Wealth Advisors’s Alcoa AA Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-8	Closed	-$364	–	804
2022 Q4	$364	Sell	8 -12	-60%	-$522	﹤0.01%	1543
2022 Q3	$673	Sell	20 -1	-5%	-$47	﹤0.01%	1404
2022 Q2	$957	Hold	21	–	–	﹤0.01%	1294
2022 Q1	$1.89K	Hold	21	–	–	﹤0.01%	1212
2021 Q4	$1.25K	Buy	+21	New	+$1.05K	﹤0.01%	1274
2020 Q1	–	Sell	-789	Closed	-$17K	–	1198
2019 Q4	$17K	Hold	789	–	–	0.01%	667
2019 Q3	$15.8K	Hold	789	–	–	0.01%	660
2019 Q2	$18.5K	Hold	789	–	–	0.01%	602
2019 Q1	$22.2K	Hold	789	–	–	0.01%	539
2018 Q4	$21K	Sell	789 -6	-0.8%	-$202	0.01%	508
2018 Q3	$32.1K	Buy	795 +3	+0.4%	+$130	0.02%	413
2018 Q2	$37.1K	Hold	792	–	–	0.03%	371
2018 Q1	$35.6K	Buy	792 +44	+6%	+$2.18K	0.03%	368
2017 Q4	$40.3K	Hold	748	–	–	0.03%	334
2017 Q3	$34.9K	Hold	748	–	–	0.03%	363
2017 Q2	$24.4K	Hold	748	–	–	0.02%	458
2017 Q1	$25.7K	Hold	748	–	–	0.02%	422
2016 Q4	$21K	Sell	748 -2,059	-73%	-$55.9K	0.02%	478
2016 Q3	$68.4K	Buy	2,807 +11	+0.4%	+$268	0.06%	213
2016 Q2	$62.3K	Hold	2,796	–	–	0.06%	219
2016 Q1	$64.4K	Buy	+2,796	New	+$56.9K	0.06%	216

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's AA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Alcoa (AA) in Q1 2023, closing a stake of 8 shares — an estimated $364 sold.

Sutton Wealth Advisors first reported a position in AA in Q1 2016 and held it in 21 quarters. The position peaked at $68.4K in Q3 2016. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 Alcoa shares in Q1 2023, an estimated $364.
Sutton Wealth Advisors first reported a position in Alcoa in Q1 2016 and held it in 21 quarters.
Sutton Wealth Advisors's Alcoa position peaked at $68.4K in Q3 2016.
517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.