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Washburn Capital Management’s Alcoa AA Stock Holding History

Washburn Capital 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
2025
Q1 		– Sell
-14,925
Closed -$564K – 52
2024
Q4 		$564K Sell
14,925
-1,335
-8% -$55.5K 0.35% 28
2024
Q3 		$627K Sell
16,260
-6,583
-29% -$224K 0.45% 22
2024
Q2 		$909K Buy
+22,843
New +$884K 0.65% 21

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Washburn Capital Management's AA Position: Q1 2025 in Review

Washburn Capital Management sold out of Alcoa (AA) in Q1 2025, closing a stake of 14,925 shares — an estimated $564K sold.

Washburn Capital Management first reported a position in AA in Q2 2024 and held it in 3 quarters. The position peaked at $909K in Q2 2024. 514 funds tracked by Wall St. Rank hold AA as of Q1 2025.

  • Washburn Capital Management reported no remaining Alcoa position as of Q1 2025 after selling out during the quarter.
  • Washburn Capital Management sold 14,925 Alcoa shares in Q1 2025, an estimated $564K.
  • Washburn Capital Management first reported a position in Alcoa in Q2 2024 and held it in 3 quarters.
  • Washburn Capital Management's Alcoa position peaked at $909K in Q2 2024.
  • 514 funds tracked by Wall St. Rank held Alcoa as of Q1 2025.

Based on Washburn Capital Management's 13F filing for Q1 2025, filed 5 May 2025.