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Householder Group Estate & Retirement Specialist’s Alcoa AA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-11
Closed – – 532
2024
Q3 		$0 Buy
+11
New +$375 ﹤0.01% 1137
2024
Q2 		– Sell
-11
Closed -$372 – 1175
2024
Q1 		$372 Buy
+11
New +$322 ﹤0.01% 1177
2023
Q1 		$25K Sell
596
-366
-38% -$17.6K 0.01% 589
2022
Q4 		$43K Buy
962
+7
+0.7% +$305 0.06% 120
2022
Q3 		$32K Buy
+955
New +$44.6K 0.01% 481

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Alcoa (AA) in Q4 2024, closing a stake of 11 shares.

Householder Group Estate & Retirement Specialist first reported a position in AA in Q3 2022 and held it in 5 quarters. The position peaked at $43K in Q4 2022. 529 funds tracked by Wall St. Rank hold AA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Alcoa position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 11 Alcoa shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Alcoa in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Alcoa position peaked at $43K in Q4 2022.
  • 529 funds tracked by Wall St. Rank held Alcoa as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.