AE Wealth Management’s Alcoa AA Stock Holding History

AE 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
2026 Q1	$345K	Sell	5,203 -761	-13%	-$46.7K	﹤0.01%	1303
2025 Q4	$317K	Buy	+5,964	New	+$244K	﹤0.01%	1282
2025 Q1	–	Sell	-7,681	Closed	-$290K	–	2144
2024 Q4	$290K	Buy	+7,681	New	+$319K	﹤0.01%	1117
2023 Q2	–	Sell	-5,672	Closed	-$241K	–	1890
2023 Q1	$241K	Buy	5,672 +533	+10%	+$25.7K	﹤0.01%	1646
2022 Q4	$234K	Buy	+5,139	New	+$224K	﹤0.01%	1613
2022 Q3	–	Sell	-9,390	Closed	-$428K	–	1741
2022 Q2	$428K	Buy	9,390 +302	+3%	+$19.6K	﹤0.01%	1278
2022 Q1	$818K	Buy	9,088 +628	+7%	+$45.6K	0.01%	990
2021 Q4	$504K	Sell	8,460 -2,206	-21%	-$111K	﹤0.01%	1245
2021 Q3	$522K	Buy	10,666 +2,374	+29%	+$100K	﹤0.01%	1158
2021 Q2	$305K	Buy	8,292 +1,539	+23%	+$56K	﹤0.01%	1340
2021 Q1	$219K	Buy	+6,753	New	+$171K	﹤0.01%	1372

Other funds holding AA

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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