Center for Financial Planning’s Alcoa AA Stock Holding History

Center for Financial Planning’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
2024 Q2	–	Sell	-11	Closed	-$372	–	586
2024 Q1	$372	Buy	+11	New	+$322	﹤0.01%	587

Other funds holding AA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's AA Position: Q2 2024 in Review

Center for Financial Planning sold out of Alcoa (AA) in Q2 2024, closing a stake of 11 shares — an estimated $372 sold.

Center for Financial Planning first reported a position in AA in Q1 2024 and held it in 1 quarter. The position peaked at $372 in Q1 2024. 486 funds tracked by Wall St. Rank hold AA as of Q2 2024.

Center for Financial Planning reported no remaining Alcoa position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 11 Alcoa shares in Q2 2024, an estimated $372.
Center for Financial Planning first reported a position in Alcoa in Q1 2024 and held it in 1 quarter.
Center for Financial Planning's Alcoa position peaked at $372 in Q1 2024.
486 funds tracked by Wall St. Rank held Alcoa as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.