BHWM
AA icon

Bay Harbor Wealth Management’s Alcoa AA Stock Holding History

Bay Harbor 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 		$2.85K Buy
43
+23
+115% +$1.41K ﹤0.01% 473
2025
Q4 		$1.06K Buy
20
+5
+33% +$205 ﹤0.01% 624
2025
Q3 		$493 Buy
15
+6
+67% +$187 ﹤0.01% 735
2025
Q2 		$265 Buy
9
+2
+29% +$54 ﹤0.01% 836
2025
Q1 		$213 Buy
+7
New +$245 ﹤0.01% 648

Other funds holding AA

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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