HBW
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Hazlett, Burt & Watson’s Alcoa AA Stock Holding History

Hazlett, Burt & Watson’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 		$1K Hold
17
– – ﹤0.01% 871
2025
Q4 		$1K Hold
17
– – ﹤0.01% 878
2025
Q3 		$1K Hold
17
– – ﹤0.01% 827
2025
Q2 		$0 Hold
17
– – ﹤0.01% 787
2025
Q1 		$1K Buy
+17
New +$595 ﹤0.01% 747
2023
Q3 		– Sell
-150
Closed -$5K – 704
2023
Q2 		$5K Hold
150
– – ﹤0.01% 549
2023
Q1 		$6K Hold
150
– – ﹤0.01% 492
2022
Q4 		$7K Buy
+150
New +$6.53K 0.01% 488

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