PWMG
AA icon

Private Wealth Management Group’s Alcoa AA Stock Holding History

Private Wealth Management Group’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 		$1.26K Hold
19
– – ﹤0.01% 1196
2025
Q4 		$1.01K Hold
19
– – ﹤0.01% 1267
2025
Q3 		$625 Hold
19
– – ﹤0.01% 1392
2025
Q2 		$561 Sell
19
-460
-96% -$12.4K ﹤0.01% 1408
2025
Q1 		$14.6K Sell
479
-4
-0.8% -$140 0.01% 368
2024
Q4 		$18.2K Hold
483
– – 0.01% 321
2024
Q3 		$18.6K Sell
483
-44
-8% -$1.5K 0.01% 305
2024
Q2 		$21K Sell
527
-447
-46% -$17.3K 0.01% 271
2024
Q1 		$32.9K Hold
974
– – 0.01% 205
2023
Q4 		$33.1K Buy
+974
New +$26.4K 0.02% 204

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