WEPOG
AA icon

Wealth Enhancement & Preservation of GA’s Alcoa AA Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q4 		– Sell
-44,188
Closed -$2.16M – 50
2021
Q3 		$2.16M Buy
+44,188
New +$1.87M 1.67% 11

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's AA Position: Q4 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Alcoa (AA) in Q4 2021, closing a stake of 44,188 shares — an estimated $2.16M sold.

Wealth Enhancement & Preservation of GA first reported a position in AA in Q3 2021 and held it in 1 quarter. The position peaked at $2.16M in Q3 2021. 517 funds tracked by Wall St. Rank hold AA as of Q4 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Alcoa position as of Q4 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 44,188 Alcoa shares in Q4 2021, an estimated $2.16M.
  • Wealth Enhancement & Preservation of GA first reported a position in Alcoa in Q3 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Alcoa position peaked at $2.16M in Q3 2021.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q4 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2021, filed 2 Feb 2022.