YorkBridge Wealth Partners’s Alcoa AA Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-30	Closed	-$1K	–	171
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	716
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	716
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	700
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	723
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	817
2018 Q1	$2K	Sell	30 -6	-17%	-$297	﹤0.01%	758
2017 Q4	$2K	Hold	36	–	–	﹤0.01%	783
2017 Q3	$2K	Hold	36	–	–	﹤0.01%	766
2017 Q2	$1K	Buy	36 +6	+20%	+$195	﹤0.01%	821
2017 Q1	$1K	Buy	+30	New	+$1.05K	﹤0.01%	810

Other funds holding AA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YorkBridge Wealth Partners's AA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Alcoa (AA) in Q3 2019, closing a stake of 30 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in AA in Q1 2017 and held it in 10 quarters. The position peaked at $2K in Q1 2018. 320 funds tracked by Wall St. Rank hold AA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Alcoa position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 30 Alcoa shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Alcoa in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Alcoa position peaked at $2K in Q1 2018.
320 funds tracked by Wall St. Rank held Alcoa as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.