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TFO Wealth Partners’s Alcoa AA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-6
Closed -$203 – 50
2024
Q1 		$203 Hold
6
– – ﹤0.01% 484
2023
Q4 		$204 Hold
6
– – ﹤0.01% 636
2023
Q3 		$204 Hold
6
– – ﹤0.01% 794
2023
Q2 		$204 Hold
6
– – ﹤0.01% 496
2023
Q1 		$255 Sell
6
-7
-54% -$337 ﹤0.01% 416
2022
Q4 		$2.82K Buy
+13
New +$566 ﹤0.01% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's AA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Alcoa (AA) in Q2 2024, closing a stake of 6 shares — an estimated $203 sold.

TFO Wealth Partners first reported a position in AA in Q4 2022 and held it in 6 quarters. The position peaked at $2.82K in Q4 2022. 486 funds tracked by Wall St. Rank hold AA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Alcoa position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Alcoa shares in Q2 2024, an estimated $203.
  • TFO Wealth Partners first reported a position in Alcoa in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Alcoa position peaked at $2.82K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Alcoa as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.