Allegheny Financial Group’s Alcoa AA Stock Holding History

Allegheny Financial Group’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	$322K	Sell	4,848 -1,100	-18%	-$67.5K	0.04%	197
2025 Q4	$316K	Buy	+5,948	New	+$243K	0.05%	196
2024 Q4	–	Sell	-10,594	Closed	-$409K	–	231
2024 Q3	$409K	Buy	10,594 +30	+0.3%	+$1.02K	0.1%	163
2024 Q2	$420K	Buy	10,564 +194	+2%	+$7.51K	0.12%	139
2024 Q1	$350K	Sell	10,370 -104	-1%	-$3.04K	0.11%	147
2023 Q4	$356K	Sell	10,474 -5,555	-35%	-$150K	0.11%	146
2023 Q3	$466K	Buy	16,029 +91	+0.6%	+$2.85K	0.17%	108
2023 Q2	$541K	Buy	15,938 +29	+0.2%	+$1.05K	0.26%	79
2023 Q1	$677K	Buy	15,909 +37	+0.2%	+$1.78K	0.27%	76
2022 Q4	$722K	Sell	15,872 -3,150	-17%	-$137K	0.3%	68
2022 Q3	$640K	Buy	19,022 +34	+0.2%	+$1.59K	0.3%	67
2022 Q2	$865K	Sell	18,988 -126	-0.7%	-$8.17K	0.4%	47
2022 Q1	$1.72M	Sell	19,114 -213	-1%	-$15.5K	0.73%	30
2021 Q4	$1.15M	Buy	19,327 +15,014	+348%	+$752K	0.46%	42
2021 Q3	$211K	Buy	+4,313	New	+$182K	0.1%	132

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