HWM
AA icon

HighMark Wealth Management’s Alcoa AA Stock Holding History

HighMark Wealth Management’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 		$3.71K Sell
56
-38
-40% -$2.33K ﹤0.01% 415
2025
Q4 		$5K Sell
94
-38
-29% -$1.55K ﹤0.01% 403
2025
Q3 		$4.34K Sell
132
-69
-34% -$2.15K ﹤0.01% 415
2025
Q2 		$5.93K Buy
201
+74
+58% +$2K ﹤0.01% 376
2025
Q1 		$3.87K Buy
127
+53
+72% +$1.86K ﹤0.01% 395
2024
Q4 		$2.8K Sell
74
-107
-59% -$4.45K ﹤0.01% 431
2024
Q3 		$6.98K Sell
181
-5
-3% -$170 ﹤0.01% 356
2024
Q2 		$7.4K Sell
186
-35
-16% -$1.35K ﹤0.01% 332
2024
Q1 		$7.47K Hold
221
– – ﹤0.01% 333
2023
Q4 		$7.51K Buy
221
+110
+99% +$2.98K 0.01% 308
2023
Q3 		$3.23K Buy
111
+42
+61% +$1.32K ﹤0.01% 403
2023
Q2 		$2.34K Buy
+69
New +$2.51K ﹤0.01% 441

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