CIBC Private Wealth Group
AA icon

CIBC Private Wealth Group’s Alcoa AA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$331K Buy
6,225
+682
+12% +$27.9K ﹤0.01% 1000
2025
Q3 		$182K Buy
5,543
+874
+19% +$27.2K ﹤0.01% 1224
2025
Q2 		$138K Buy
4,669
+1,170
+33% +$31.6K ﹤0.01% 1269
2025
Q1 		$79K Sell
3,499
-1,780
-34% -$62.3K ﹤0.01% 1442
2024
Q4 		$190K Sell
5,279
-199
-4% -$8.27K ﹤0.01% 1177
2024
Q3 		$211K Buy
5,478
+599
+12% +$20.4K ﹤0.01% 1157
2024
Q2 		$203K Buy
4,879
+2,462
+102% +$95.3K ﹤0.01% 1092
2024
Q1 		$82.2K Buy
+2,417
New +$70.7K ﹤0.01% 1477
2018
Q3 		– Sell
-562
Closed -$26K – 962
2018
Q2 		$26K Hold
562
– – ﹤0.01% 1336
2018
Q1 		$25K Sell
562
-22
-4% -$1.09K ﹤0.01% 1330
2017
Q4 		$31K Buy
+584
New +$26.7K ﹤0.01% 1304

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return