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U.S. Capital Wealth Advisors’s Alcoa AA Stock Holding History

U.S. Capital Wealth Advisors’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
Q3 		– Sell
-17,753
Closed -$706K – 701
2024
Q2 		$706K Buy
+17,753
New +$687K 0.03% 392
2023
Q4 		– Sell
-7,100
Closed -$206K – 658
2023
Q3 		$206K Sell
7,100
-2,790
-28% -$87.5K 0.01% 597
2023
Q2 		$336K Buy
9,890
+47
+0.5% +$1.71K 0.02% 509
2023
Q1 		$419K Sell
9,843
-3,397
-26% -$164K 0.02% 466
2022
Q4 		$602K Buy
13,240
+4,200
+46% +$183K 0.03% 419
2022
Q3 		$304K Buy
+9,040
New +$422K 0.02% 514
2022
Q1 		– Sell
-6,260
Closed -$373K – 705
2021
Q4 		$373K Buy
6,260
+1,450
+30% +$72.6K 0.01% 567
2021
Q3 		$235K Buy
+4,810
New +$203K 0.01% 662

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM