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Cassady Schiller Wealth Management’s Alcoa AA Stock Holding History

Cassady Schiller 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
2024
Q4 		$491 Buy
+13
New +$540 ﹤0.01% 988
2022
Q1 		– Sell
-5
Closed – – 111
2021
Q4 		$0 Buy
+5
New +$251 ﹤0.01% 541

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

Cassady Schiller Wealth Management's AA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Alcoa (AA) in Q4 2024: 13 shares worth $491. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in AA in Q4 2021 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold AA as of Q4 2024.

  • Cassady Schiller Wealth Management held 13 shares of Alcoa worth $491 as of Q4 2024.
  • Alcoa was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Alcoa made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #988 holding.
  • Cassady Schiller Wealth Management first reported a position in Alcoa in Q4 2021 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Alcoa as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.