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Total Clarity Wealth Management’s Alcoa AA Stock Holding History

Total Clarity 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
2024
Q2 		– Sell
-7,608
Closed -$257K – 249
2024
Q1 		$257K Sell
7,608
-866
-10% -$25.3K 0.09% 226
2023
Q4 		$288K Sell
8,474
-1,254
-13% -$33.9K 0.12% 179
2023
Q3 		$283K Buy
+9,728
New +$305K 0.14% 166

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

Total Clarity Wealth Management's AA Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of Alcoa (AA) in Q2 2024, closing a stake of 7,608 shares — an estimated $257K sold.

Total Clarity Wealth Management first reported a position in AA in Q3 2023 and held it in 3 quarters. The position peaked at $288K in Q4 2023. 486 funds tracked by Wall St. Rank hold AA as of Q2 2024.

  • Total Clarity Wealth Management reported no remaining Alcoa position as of Q2 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 7,608 Alcoa shares in Q2 2024, an estimated $257K.
  • Total Clarity Wealth Management first reported a position in Alcoa in Q3 2023 and held it in 3 quarters.
  • Total Clarity Wealth Management's Alcoa position peaked at $288K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held Alcoa as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.