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Wealthspire Advisors (Maryland)’s Alcoa AA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-317
Closed -$9K – 460
2019
Q1 		$9K Sell
317
-31
-9% -$887 ﹤0.01% 1563
2018
Q4 		$9K Sell
348
-16
-4% -$538 ﹤0.01% 1490
2018
Q3 		$15K Buy
364
+2
+0.6% +$87 ﹤0.01% 1400
2018
Q2 		$17K Buy
362
+6
+2% +$302 ﹤0.01% 1367
2018
Q1 		$16K Sell
356
-14
-4% -$693 ﹤0.01% 1364
2017
Q4 		$20K Buy
370
+108
+41% +$4.94K ﹤0.01% 1320
2017
Q3 		$12K Sell
262
-4
-2% -$160 ﹤0.01% 1494
2017
Q2 		$9K Buy
266
+22
+9% +$714 ﹤0.01% 1559
2017
Q1 		$8K Buy
244
+2
+0.8% +$70 ﹤0.01% 1390
2016
Q4 		$7K Buy
+242
New +$6.57K ﹤0.01% 1311
2016
Q3 		– Sell
-2,191
Closed -$49K – 1720
2016
Q2 		$49K Buy
2,191
+1,375
+169% +$32.2K 0.01% 736
2016
Q1 		$19K Sell
816
-3,380
-81% -$68.8K ﹤0.01% 980
2015
Q4 		$100K Buy
+4,196
New +$93.6K 0.02% 521

Other funds holding AA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alcoa (AA) in Q2 2019, closing a stake of 317 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in AA in Q4 2015 and held it in 13 quarters. The position peaked at $100K in Q4 2015. 336 funds tracked by Wall St. Rank hold AA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alcoa position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 317 Alcoa shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Alcoa in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Alcoa position peaked at $100K in Q4 2015.
  • 336 funds tracked by Wall St. Rank held Alcoa as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.