CAL
AA icon

Capital Advisors Ltd’s Alcoa AA Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-247
Closed -$8K – 1303
2025
Q1 		$8K Buy
247
+97
+65% +$3.4K ﹤0.01% 816
2024
Q4 		$6K Buy
150
+91
+154% +$3.78K ﹤0.01% 893
2024
Q3 		$2K Buy
59
+40
+211% +$1.36K ﹤0.01% 1032
2024
Q2 		$1K Buy
19
+1
+6% +$39 ﹤0.01% 1103
2024
Q1 		$1K Buy
+18
New +$526 ﹤0.01% 1100
2023
Q4 		– Sell
-140
Closed -$4K – 1262
2023
Q3 		$4K Buy
+140
New +$4.39K ﹤0.01% 849
2023
Q1 		– Sell
-80
Closed -$4K – 1167
2022
Q4 		$4K Buy
+80
New +$3.48K ﹤0.01% 685
2022
Q2 		– Sell
-5
Closed – – 954
2022
Q1 		$0 Buy
+5
New +$363 ﹤0.01% 864

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisors Ltd's AA Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Alcoa (AA) in Q2 2025, closing a stake of 247 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in AA in Q1 2022 and held it in 8 quarters. The position peaked at $8K in Q1 2025. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 247 Alcoa shares in Q2 2025, an estimated $8K.
  • Capital Advisors Ltd first reported a position in Alcoa in Q1 2022 and held it in 8 quarters.
  • Capital Advisors Ltd's Alcoa position peaked at $8K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.