Able Wealth Management’s Alcoa AA Stock Holding History

Able Wealth 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
2024 Q1	–	Sell	-401	Closed	-$13.6K	–	87
2023 Q4	$13.6K	Buy	+401	New	+$10.9K	0.01%	238

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Able Wealth Management's AA Position: Q1 2024 in Review

Able Wealth Management sold out of Alcoa (AA) in Q1 2024, closing a stake of 401 shares — an estimated $13.6K sold.

Able Wealth Management first reported a position in AA in Q4 2023 and held it in 1 quarter. The position peaked at $13.6K in Q4 2023. 440 funds tracked by Wall St. Rank hold AA as of Q1 2024.

Able Wealth Management reported no remaining Alcoa position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 401 Alcoa shares in Q1 2024, an estimated $13.6K.
Able Wealth Management first reported a position in Alcoa in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Alcoa position peaked at $13.6K in Q4 2023.
440 funds tracked by Wall St. Rank held Alcoa as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.