CWA
AA icon

Carolina Wealth Advisors’s Alcoa AA Stock Holding History

Carolina Wealth Advisors’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
Q2 		$19.8K Buy
379
+143
+61% +$9.58K 0.01% 158
2026
Q1 		$15.7K Buy
+236
New +$14.5K 0.01% 150
2022
Q3 		– Sell
-5,627
Closed -$256K – 240
2022
Q2 		$256K Buy
5,627
+937
+20% +$60.8K 0.17% 68
2022
Q1 		$422K Sell
4,690
-4,176
-47% -$303K 0.27% 42
2021
Q4 		$528K Buy
8,866
+2,092
+31% +$105K 0.3% 33
2021
Q3 		$332K Buy
6,774
+1,145
+20% +$48.4K 0.22% 42
2021
Q2 		$207K Buy
5,629
+1,242
+28% +$45.2K 0.14% 54
2021
Q1 		$143K Buy
+4,387
New +$111K 0.1% 53

Other funds holding AA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return