BCWM
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Bartlett & Co Wealth Management’s Alcoa AA Stock Holding History

Bartlett & Co 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
2026
Q1 		$625 Hold
10
– – ﹤0.01% 1161
2025
Q4 		$531 Buy
+10
New +$409 ﹤0.01% 1167
2019
Q4 		– Sell
-415
Closed -$8.33K – 863
2019
Q3 		$8.33K Hold
415
– – ﹤0.01% 749
2019
Q2 		$9.71K Hold
415
– – ﹤0.01% 588
2019
Q1 		$11.7K Hold
415
– – ﹤0.01% 567
2018
Q4 		$11K Hold
415
– – ﹤0.01% 577
2018
Q3 		$16.8K Hold
415
– – ﹤0.01% 559
2018
Q2 		$19.5K Hold
415
– – ﹤0.01% 528
2018
Q1 		$18.7K Buy
+415
New +$20.6K ﹤0.01% 542

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