Atticus Wealth Management’s Alcoa AA Stock Holding History

Atticus 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
2025 Q3	–	Sell	-250	Closed	-$7.38K	–	198
2025 Q2	$7.38K	Hold	250	–	–	﹤0.01%	503
2025 Q1	$7.63K	Hold	250	–	–	﹤0.01%	402
2024 Q4	$9.45K	Hold	250	–	–	﹤0.01%	399
2024 Q3	$9.64K	Hold	250	–	–	﹤0.01%	393
2024 Q2	$9.95K	Hold	250	–	–	﹤0.01%	389
2024 Q1	$8.45K	Hold	250	–	–	﹤0.01%	411
2023 Q4	$8.5K	Hold	250	–	–	﹤0.01%	420
2023 Q3	$7.26K	Hold	250	–	–	﹤0.01%	434
2023 Q2	$8.48K	Hold	250	–	–	﹤0.01%	417
2023 Q1	$10.6K	Hold	250	–	–	﹤0.01%	379
2022 Q4	$11.4K	Hold	250	–	–	﹤0.01%	378
2022 Q3	$11K	Hold	250	–	–	0.01%	369
2022 Q2	$11K	Hold	250	–	–	﹤0.01%	400
2022 Q1	$23K	Hold	250	–	–	0.01%	315
2021 Q4	$15K	Buy	+250	New	+$12.5K	0.01%	328

Other funds holding AA

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

BlackRock New York $5.7T 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 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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return