U.S. Capital Wealth Advisors’s Alcoa AA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-17,753
Closed -$706K – 701
2024
Q2
$706K Buy
+17,753
New +$687K 0.03% 392
2023
Q4
– Sell
-7,100
Closed -$206K – 658
2023
Q3
$206K Sell
7,100
-2,790
-28% -$87.5K 0.01% 597
2023
Q2
$336K Buy
9,890
+47
+0.5% +$1.71K 0.02% 509
2023
Q1
$419K Sell
9,843
-3,397
-26% -$164K 0.02% 466
2022
Q4
$602K Buy
13,240
+4,200
+46% +$183K 0.03% 419
2022
Q3
$304K Buy
+9,040
New +$422K 0.02% 514
2022
Q1
– Sell
-6,260
Closed -$373K – 705
2021
Q4
$373K Buy
6,260
+1,450
+30% +$72.6K 0.01% 567
2021
Q3
$235K Buy
+4,810
New +$203K 0.01% 662

Other funds holding AA

U.S. Capital Wealth Advisors's AA Position: Q3 2024 in Review

U.S. Capital Wealth Advisors sold out of Alcoa (AA) in Q3 2024, closing a stake of 17,753 shares — an estimated $706K sold.

U.S. Capital Wealth Advisors first reported a position in AA in Q3 2021 and held it in 8 quarters. The position peaked at $706K in Q2 2024. 487 funds tracked by Wall St. Rank hold AA as of Q3 2024.

  • U.S. Capital Wealth Advisors reported no remaining Alcoa position as of Q3 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 17,753 Alcoa shares in Q3 2024, an estimated $706K.
  • U.S. Capital Wealth Advisors first reported a position in Alcoa in Q3 2021 and held it in 8 quarters.
  • U.S. Capital Wealth Advisors's Alcoa position peaked at $706K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Alcoa as of Q3 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.