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Alcoa shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Alcoa (AA) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Alcoa

Tip: Access up to 7 years of quarterly data

All positions including Alcoa held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alcoa by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 8.1k 38.58
2024-06-30 $326k 8.2k 39.78

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Alcoa

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T. Rowe Price Associates

View all funds holding Alcoa