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Wipfli Financial Advisors’s Alcoa AA Stock Holding History

Wipfli 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
2022
Q3 		$27K Buy
+789
New +$36.8K ﹤0.01% 1424

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wipfli Financial Advisors's AA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Alcoa (AA) in Q3 2022: 789 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings.

505 funds tracked by Wall St. Rank hold AA as of Q3 2022.

  • Wipfli Financial Advisors held 789 shares of Alcoa worth $27K as of Q3 2022.
  • Alcoa was a new Wipfli Financial Advisors position in Q3 2022.
  • Alcoa made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1424 holding.
  • 505 funds tracked by Wall St. Rank held Alcoa as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.