WealthPlan Investment Management’s Alcoa AA Stock Holding History

WealthPlan Investment Management’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 Q2	–	Sell	-210	Closed	-$8.94K	–	372
2023 Q1	$8.94K	Buy	+210	New	+$10.1K	﹤0.01%	332

Other funds holding AA

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

WealthPlan Investment Management's AA Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Alcoa (AA) in Q2 2023, closing a stake of 210 shares — an estimated $8.94K sold.

WealthPlan Investment Management first reported a position in AA in Q1 2023 and held it in 1 quarter. The position peaked at $8.94K in Q1 2023. 450 funds tracked by Wall St. Rank hold AA as of Q2 2023.

WealthPlan Investment Management reported no remaining Alcoa position as of Q2 2023 after selling out during the quarter.
WealthPlan Investment Management sold 210 Alcoa shares in Q2 2023, an estimated $8.94K.
WealthPlan Investment Management first reported a position in Alcoa in Q1 2023 and held it in 1 quarter.
WealthPlan Investment Management's Alcoa position peaked at $8.94K in Q1 2023.
450 funds tracked by Wall St. Rank held Alcoa as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.