CIAS
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CBIZ Investment Advisory Services’s Alcoa AA Stock Holding History

CBIZ Investment Advisory Services’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
-11
Closed -$325 – 666
2025
Q2 		$325 Hold
11
– – ﹤0.01% 666
2025
Q1 		$336 Hold
11
– – ﹤0.01% 589
2024
Q4 		$416 Buy
+11
New +$457 ﹤0.01% 447

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
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
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBIZ Investment Advisory Services's AA Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Alcoa (AA) in Q3 2025, closing a stake of 11 shares — an estimated $325 sold.

CBIZ Investment Advisory Services first reported a position in AA in Q4 2024 and held it in 3 quarters. The position peaked at $416 in Q4 2024. 514 funds tracked by Wall St. Rank hold AA as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 11 Alcoa shares in Q3 2025, an estimated $325.
  • CBIZ Investment Advisory Services first reported a position in Alcoa in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Alcoa position peaked at $416 in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.