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Waldron Private Wealth’s Alcoa AA Stock Holding History

Waldron Private Wealth’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
2023
Q1 		– Sell
-21,266
Closed -$715K – 425
2022
Q4 		$715K Hold
21,266
– – 0.04% 193
2022
Q3 		$715K Sell
21,266
-108
-0.5% -$5.04K 0.04% 193
2022
Q2 		$974K Buy
21,374
+447
+2% +$29K 0.05% 170
2022
Q1 		$1.88M Buy
20,927
+19
+0.1% +$1.38K 0.1% 118
2021
Q4 		$1.25M Buy
+20,908
New +$1.05M 0.06% 153

Other funds holding AA

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return