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WR Wealth Planners’s Alcoa AA Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-36
Closed -$1.39K – 1105
2024
Q3 		$1.39K Hold
36
– – ﹤0.01% 947
2024
Q2 		$1.43K Hold
36
– – ﹤0.01% 927
2024
Q1 		$1.22K Buy
+36
New +$1.05K ﹤0.01% 946
2023
Q4 		– Sell
-36
Closed -$1.05K – 185
2023
Q3 		$1.05K Hold
36
– – ﹤0.01% 833
2023
Q2 		$1.22K Hold
36
– – ﹤0.01% 818
2023
Q1 		$1.53K Hold
36
– – ﹤0.01% 803
2022
Q4 		$1.64K Hold
36
– – ﹤0.01% 403
2022
Q3 		$1.21K Hold
36
– – ﹤0.01% 412
2022
Q2 		$1.64K Hold
36
– – ﹤0.01% 431
2022
Q1 		$3.24K Buy
+36
New +$2.61K ﹤0.01% 393

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

WR Wealth Planners's AA Position: Q4 2024 in Review

WR Wealth Planners sold out of Alcoa (AA) in Q4 2024, closing a stake of 36 shares — an estimated $1.39K sold.

WR Wealth Planners first reported a position in AA in Q1 2022 and held it in 10 quarters. The position peaked at $3.24K in Q1 2022. 529 funds tracked by Wall St. Rank hold AA as of Q4 2024.

  • WR Wealth Planners reported no remaining Alcoa position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 36 Alcoa shares in Q4 2024, an estimated $1.39K.
  • WR Wealth Planners first reported a position in Alcoa in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Alcoa position peaked at $3.24K in Q1 2022.
  • 529 funds tracked by Wall St. Rank held Alcoa as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.