AW
AA icon

Avion Wealth’s Alcoa AA Stock Holding History

Avion Wealth’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
2026
Q1 		$3K Hold
60
– – ﹤0.01% 746
2025
Q4 		$3K Sell
60
-20
-25% -$818 ﹤0.01% 754
2025
Q3 		$2K Hold
80
– – ﹤0.01% 813
2025
Q2 		$2K Buy
80
+32
+67% +$864 ﹤0.01% 771
2025
Q1 		$1K Hold
48
– – ﹤0.01% 791
2024
Q4 		$1K Buy
48
+13
+37% +$540 ﹤0.01% 788
2024
Q3 		$1K Buy
35
+15
+75% +$511 ﹤0.01% 740
2024
Q2 		$0 Hold
20
– – ﹤0.01% 860
2024
Q1 		$1K Hold
20
– – ﹤0.01% 816
2023
Q4 		$1K Buy
+20
New +$541 ﹤0.01% 650

Other funds holding AA

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return