Cerity Partners
AA icon

Cerity Partners’s Alcoa AA Stock Holding History

Cerity Partners’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 		$13.5M Buy
203,876
+38,890
+24% +$2.39M 0.02% 569
2025
Q4 		$8.77M Buy
164,986
+108,373
+191% +$4.43M 0.01% 693
2025
Q3 		$1.86M Buy
56,613
+11,040
+24% +$343K ﹤0.01% 1326
2025
Q2 		$1.34M Buy
45,573
+15,557
+52% +$420K ﹤0.01% 1391
2025
Q1 		$915K Buy
30,016
+10,558
+54% +$370K ﹤0.01% 1467
2024
Q4 		$746K Sell
19,458
-6,748
-26% -$280K ﹤0.01% 1555
2024
Q3 		$1.01M Buy
26,206
+10,314
+65% +$351K ﹤0.01% 1389
2024
Q2 		$632K Sell
15,892
-7,081
-31% -$274K ﹤0.01% 1427
2024
Q1 		$776K Buy
+22,973
New +$672K ﹤0.01% 1395
2023
Q2 		– Sell
-2,612
Closed -$753K – 1629
2023
Q1 		$753K Buy
+2,612
New +$126K ﹤0.01% 1107

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