EverSource Wealth Advisors’s Alcoa AA Stock Holding History

EverSource 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 Q1	$364K	Buy	5,483 +886	+19%	+$54.4K	0.01%	753
2025 Q4	$244K	Buy	4,597 +2,433	+112%	+$99.6K	0.01%	857
2025 Q3	$71.2K	Buy	2,164 +124	+6%	+$3.85K	﹤0.01%	1458
2025 Q2	$60.2K	Buy	2,040 +1,295	+174%	+$35K	﹤0.01%	1504
2025 Q1	$22.7K	Buy	745 +427	+134%	+$14.9K	﹤0.01%	1627
2024 Q4	$12K	Buy	318 +46	+17%	+$1.91K	﹤0.01%	1895
2024 Q3	$10.5K	Buy	272 +77	+39%	+$2.62K	﹤0.01%	1837
2024 Q2	$6.44K	Sell	195 -46	-19%	-$1.78K	﹤0.01%	2110
2024 Q1	$8.47K	Buy	241 +82	+52%	+$2.4K	﹤0.01%	1780
2023 Q4	$5.41K	Sell	159 -244	-61%	-$6.6K	﹤0.01%	1825
2023 Q3	$11.7K	Buy	403 +92	+30%	+$2.88K	﹤0.01%	1359
2023 Q2	$10.6K	Buy	311 +89	+40%	+$3.23K	﹤0.01%	1415
2023 Q1	$9.45K	Buy	+222	New	+$10.7K	﹤0.01%	1390
2022 Q3	–	Sell	-25	Closed	-$1K	–	1957
2022 Q2	$1K	Buy	+25	New	+$1.62K	﹤0.01%	1613

Other funds holding AA

BlackRock New York $5.7T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return