TWD
AA icon

True Wealth Design’s Alcoa AA Stock Holding History

True Wealth Design’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 		$66.1K Buy
997
+235
+31% +$14.4K 0.02% 322
2025
Q4 		$40.5K Buy
762
+730
+2,281% +$29.9K 0.01% 394
2025
Q3 		$1.05K Hold
32
– – ﹤0.01% 1726
2025
Q2 		$945 Sell
32
-20
-38% -$540 ﹤0.01% 1489
2025
Q1 		$1.59K Buy
52
+48
+1,200% +$1.68K ﹤0.01% 1093
2024
Q4 		$152 Buy
+4
New +$166 ﹤0.01% 1248
2023
Q3 		– Sell
-4
Closed -$136 – 771
2023
Q2 		$136 Hold
4
– – ﹤0.01% 701
2023
Q1 		$171 Buy
4
+1
+33% +$48 ﹤0.01% 751
2022
Q4 		$136 Buy
+3
New +$131 ﹤0.01% 715

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