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Global Wealth Management Investment Advisory’s Alcoa AA Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-55
Closed -$1.87K – 134
2023
Q4 		$1.87K Hold
55
– – ﹤0.01% 401
2023
Q3 		$1.6K Buy
+55
New +$1.72K ﹤0.01% 399

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Wealth Management Investment Advisory's AA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Alcoa (AA) in Q1 2024, closing a stake of 55 shares — an estimated $1.87K sold.

Global Wealth Management Investment Advisory first reported a position in AA in Q3 2023 and held it in 2 quarters. The position peaked at $1.87K in Q4 2023. 441 funds tracked by Wall St. Rank hold AA as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Alcoa position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 55 Alcoa shares in Q1 2024, an estimated $1.87K.
  • Global Wealth Management Investment Advisory first reported a position in Alcoa in Q3 2023 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Alcoa position peaked at $1.87K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held Alcoa as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.