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Valeo Financial Advisors’s Alcoa AA Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-400
Closed -$5K – 1656
2020
Q3 		$5K Hold
400
– – ﹤0.01% 1228
2020
Q2 		$4K Sell
400
-237
-37% -$2.12K ﹤0.01% 1563
2020
Q1 		$5K Buy
+637
New +$8.74K ﹤0.01% 1278
2018
Q4 		– Sell
-133
Closed -$5K – 1461
2018
Q3 		$5K Hold
133
– – ﹤0.01% 1164
2018
Q2 		$6K Buy
133
+79
+146% +$3.97K ﹤0.01% 1064
2018
Q1 		$2K Buy
54
+12
+29% +$594 ﹤0.01% 1299
2017
Q4 		$2K Hold
42
– – ﹤0.01% 1160
2017
Q3 		$2K Buy
+42
New +$1.68K ﹤0.01% 997

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's AA Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Alcoa (AA) in Q4 2020, closing a stake of 400 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in AA in Q3 2017 and held it in 8 quarters. The position peaked at $6K in Q2 2018. 337 funds tracked by Wall St. Rank hold AA as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Alcoa position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 400 Alcoa shares in Q4 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Alcoa in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Alcoa position peaked at $6K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Alcoa as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.