BC
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Barrett & Company’s Alcoa AA Stock Holding History

Barrett & Company’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
2025
Q2 		– Sell
-58
Closed -$1.77K – 640
2025
Q1 		$1.77K Hold
58
– – ﹤0.01% 561
2024
Q4 		$2.19K Hold
58
– – ﹤0.01% 550
2024
Q3 		$2.23K Hold
58
– – ﹤0.01% 529
2024
Q2 		$2.29K Buy
58
+1
+2% +$39 ﹤0.01% 536
2024
Q1 		$1.94K Hold
57
– – ﹤0.01% 550
2023
Q4 		$1.95K Hold
57
– – ﹤0.01% 535
2023
Q3 		$1.66K Hold
57
– – ﹤0.01% 555
2023
Q2 		$1.93K Hold
57
– – ﹤0.01% 534
2023
Q1 		$2.41K Sell
57
-56
-50% -$2.7K ﹤0.01% 499
2022
Q4 		$5.16K Hold
113
– – ﹤0.01% 446
2022
Q3 		$5.16K Buy
+113
New +$5.28K ﹤0.01% 446

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return