tru Independence’s Alcoa AA Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-352	Closed	-$8	–	296
2020 Q4	$8	Buy	+352	New	+$6.13K	﹤0.01%	589
2020 Q3	–	Sell	-435	Closed	-$5	–	311
2020 Q2	$5	Hold	435	–	–	﹤0.01%	691
2020 Q1	$3	Hold	435	–	–	﹤0.01%	577
2019 Q4	$3K	Buy	+435	New	+$9.01K	﹤0.01%	737

Other funds holding AA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

tru Independence's AA Position: Q1 2021 in Review

tru Independence sold out of Alcoa (AA) in Q1 2021, closing a stake of 352 shares — an estimated $8 sold.

tru Independence first reported a position in AA in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 355 funds tracked by Wall St. Rank hold AA as of Q1 2021.

tru Independence reported no remaining Alcoa position as of Q1 2021 after selling out during the quarter.
tru Independence sold 352 Alcoa shares in Q1 2021, an estimated $8.
tru Independence first reported a position in Alcoa in Q4 2019 and held it in 4 quarters.
tru Independence's Alcoa position peaked at $3K in Q4 2019.
355 funds tracked by Wall St. Rank held Alcoa as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.