WA
AA icon

Waverly Advisors’s Alcoa AA Stock Holding History

Waverly 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
2026
Q1 		$437K Buy
6,593
+2,066
+46% +$127K ﹤0.01% 1146
2025
Q4 		$241K Buy
+4,527
New +$185K ﹤0.01% 1315
2015
Q4 		– Sell
-42
Closed -$1K – 129
2015
Q3 		$1K Hold
42
– – ﹤0.01% 409
2015
Q2 		$1K Hold
42
– – ﹤0.01% 345
2015
Q1 		$1K Hold
42
– – ﹤0.01% 330
2014
Q4 		$2K Sell
42
-223
-84% -$8.64K ﹤0.01% 384
2014
Q3 		$10K Hold
265
– – 0.01% 472
2014
Q2 		$9K Hold
265
– – ﹤0.01% 460
2014
Q1 		$8K Sell
265
-408
-61% -$11.3K ﹤0.01% 461
2013
Q4 		$17K Buy
673
+223
+50% +$4.94K 0.01% 480
2013
Q3 		$9K Buy
+450
New +$8.71K ﹤0.01% 446

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