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Bison Wealth’s Alcoa AA Stock Holding History

Bison 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
2024
Q4 		– Sell
-27,232
Closed -$1.05M – 320
2024
Q3 		$1.05M Buy
+27,232
New +$928K 0.17% 129

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Bison Wealth's AA Position: Q4 2024 in Review

Bison Wealth sold out of Alcoa (AA) in Q4 2024, closing a stake of 27,232 shares — an estimated $1.05M sold.

Bison Wealth first reported a position in AA in Q3 2024 and held it in 1 quarter. The position peaked at $1.05M in Q3 2024. 529 funds tracked by Wall St. Rank hold AA as of Q4 2024.

  • Bison Wealth reported no remaining Alcoa position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 27,232 Alcoa shares in Q4 2024, an estimated $1.05M.
  • Bison Wealth first reported a position in Alcoa in Q3 2024 and held it in 1 quarter.
  • Bison Wealth's Alcoa position peaked at $1.05M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Alcoa as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.