CA
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Clearstead Advisors’s Alcoa AA Stock Holding History

Clearstead 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 		$273K Buy
4,112
+3,021
+277% +$185K ﹤0.01% 896
2025
Q4 		$58K Buy
1,091
+742
+213% +$30.4K ﹤0.01% 1339
2025
Q3 		$11.5K Buy
349
+2
+0.6% +$62 ﹤0.01% 1884
2025
Q2 		$10.2K Sell
347
-223
-39% -$6.02K ﹤0.01% 1884
2025
Q1 		$17.4K Buy
+570
New +$20K ﹤0.01% 1463
2023
Q4 		– Sell
-293
Closed -$8.52K – 1515
2023
Q3 		$8.52K Buy
+293
New +$9.19K ﹤0.01% 1138
2022
Q3 		– Sell
-53
Closed -$2K – 1235
2022
Q2 		$2K Hold
53
– – ﹤0.01% 1084
2022
Q1 		$5K Hold
53
– – ﹤0.01% 1068
2021
Q4 		$3K Hold
53
– – ﹤0.01% 1045
2021
Q3 		$3K Hold
53
– – ﹤0.01% 1067
2021
Q2 		$2K Hold
53
– – ﹤0.01% 1007
2021
Q1 		$2K Hold
53
– – ﹤0.01% 948
2020
Q4 		$1K Sell
53
-45
-46% -$783 ﹤0.01% 913
2020
Q3 		$1K Buy
98
+1
+1% +$13 ﹤0.01% 833
2020
Q2 		$1K Hold
97
– – ﹤0.01% 758
2020
Q1 		$1K Buy
+97
New +$1.33K ﹤0.01% 744

Other funds holding AA

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return