Wealth Enhancement Advisory Services
AA icon

Wealth Enhancement Advisory Services’s Alcoa AA Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$3.37M Sell
78,640
-16,984
-18% -$1.14M 0.01% 1241
2026
Q1 		$6.11M Buy
95,624
+28,531
+43% +$1.75M 0.01% 801
2025
Q4 		$4.29M Buy
67,093
+49,354
+278% +$2.02M 0.01% 1092
2025
Q3 		$630K Buy
17,739
+1,486
+9% +$46.2K ﹤0.01% 2179
2025
Q2 		$506K Sell
16,253
-661
-4% -$17.9K ﹤0.01% 2215
2025
Q1 		$516K Buy
16,914
+6,447
+62% +$226K ﹤0.01% 2048
2024
Q4 		$395K Buy
10,467
+1,337
+15% +$55.5K ﹤0.01% 2162
2024
Q3 		$352K Buy
9,130
+3,724
+69% +$127K ﹤0.01% 2064
2024
Q2 		$215K Buy
+5,406
New +$209K ﹤0.01% 2241
2024
Q1 		– Sell
-40,170
Closed -$1.37M – 2482
2023
Q4 		$1.37M Buy
+40,170
New +$1.09M ﹤0.01% 1038
2017
Q2 		– Sell
-23,483
Closed -$790K – 137
2017
Q1 		$790K Sell
23,483
-23,181
-50% -$811K 0.08% 116
2016
Q4 		$1.31M Buy
+46,664
New +$1.27M 0.16% 74

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return