Bell Investment Advisors’s Alcoa AA Stock Holding History

Bell Investment Advisors’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	$2.52K	Hold	38	–	–	﹤0.01%	1242
2025 Q4	$2.02K	Hold	38	–	–	﹤0.01%	1349
2025 Q3	$1.25K	Buy	38 +17	+81%	+$529	﹤0.01%	1501
2025 Q2	$620	Sell	21 -15	-42%	-$405	﹤0.01%	1719
2025 Q1	$1.1K	Hold	36	–	–	﹤0.01%	1522
2024 Q4	$1.36K	Sell	36 -46	-56%	-$1.91K	﹤0.01%	1482
2024 Q3	$3.16K	Hold	82	–	–	﹤0.01%	1158
2024 Q2	$3.26K	Hold	82	–	–	﹤0.01%	1130
2024 Q1	$2.77K	Buy	82 +17	+26%	+$497	﹤0.01%	1205
2023 Q4	$2.21K	Sell	65 -8	-11%	-$216	﹤0.01%	1289
2023 Q3	$2.12K	Sell	73 -39	-35%	-$1.22K	﹤0.01%	1245
2023 Q2	$3.8K	Buy	112 +20	+22%	+$727	﹤0.01%	961
2023 Q1	$3.92K	Sell	92 -38	-29%	-$1.83K	﹤0.01%	895
2022 Q4	$5.91K	Buy	130 +40	+44%	+$1.74K	﹤0.01%	720
2022 Q3	$3K	Sell	90 -20	-18%	-$934	﹤0.01%	859
2022 Q2	$5K	Buy	+110	New	+$7.13K	﹤0.01%	666
2021 Q4	$4K	Buy	74 +21	+40%	+$1.05K	﹤0.01%	822
2021 Q3	$3K	Buy	+53	New	+$2.24K	﹤0.01%	865

Other funds holding AA

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

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