EW
AA icon

Evoke Wealth’s Alcoa AA Stock Holding History

Evoke Wealth’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 		$407K Buy
6,141
+1,753
+40% +$108K 0.01% 461
2025
Q4 		$233K Buy
+4,388
New +$180K ﹤0.01% 592
2022
Q4 		– Sell
-444
Closed -$15K – 359
2022
Q3 		$15K Sell
444
-716
-62% -$33.4K ﹤0.01% 682
2022
Q2 		$53K Buy
1,160
+715
+161% +$46.4K ﹤0.01% 505
2022
Q1 		$40K Hold
445
– – ﹤0.01% 555
2021
Q4 		$27K Buy
445
+1
+0.2% +$50 ﹤0.01% 625
2021
Q3 		$21K Buy
+444
New +$18.8K ﹤0.01% 626
2020
Q1 		– Sell
-9
Closed -$194 – 1126
2019
Q4 		$194 Hold
9
– – ﹤0.01% 1231
2019
Q3 		$181 Buy
+9
New +$187 ﹤0.01% 1390

Other funds holding AA

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return