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Atlantic Edge Private Wealth Management’s Alcoa AA Stock Holding History

Atlantic Edge Private Wealth 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
2024
Q2 		– Sell
-16
Closed -$541 – 486
2024
Q1 		$541 Buy
+16
New +$468 ﹤0.01% 467

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AA Position: Q2 2024 in Review

Atlantic Edge Private Wealth Management sold out of Alcoa (AA) in Q2 2024, closing a stake of 16 shares — an estimated $541 sold.

Atlantic Edge Private Wealth Management first reported a position in AA in Q1 2024 and held it in 1 quarter. The position peaked at $541 in Q1 2024. 486 funds tracked by Wall St. Rank hold AA as of Q2 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Alcoa position as of Q2 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 16 Alcoa shares in Q2 2024, an estimated $541.
  • Atlantic Edge Private Wealth Management first reported a position in Alcoa in Q1 2024 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Alcoa position peaked at $541 in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Alcoa as of Q2 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.