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Sendero Wealth Management’s Alcoa AA Stock Holding History

Sendero Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$557K Hold
18,871
– – 0.07% 136
2025
Q1 		$576K Hold
18,871
– – 0.08% 130
2024
Q4 		$713K Buy
18,871
+1,320
+8% +$49.9K 0.11% 108
2024
Q3 		$677K Hold
17,551
– – 0.11% 99
2024
Q2 		$698K Buy
+17,551
New +$698K 0.12% 98