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Concurrent Investment Advisors’s Alcoa AA Stock Holding History

Concurrent 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 		– Sell
-1,421
Closed -$75.5K – 1930
2025
Q4 		$75.5K Buy
+1,421
New +$58.1K ﹤0.01% 1727
2024
Q1 		– Sell
-10,734
Closed -$365K – 923
2023
Q4 		$365K Buy
+10,734
New +$290K 0.02% 581

Other funds holding AA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's AA Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Alcoa (AA) in Q1 2026, closing a stake of 1,421 shares — an estimated $75.5K sold.

Concurrent Investment Advisors first reported a position in AA in Q4 2023 and held it in 2 quarters. The position peaked at $365K in Q4 2023. 763 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,421 Alcoa shares in Q1 2026, an estimated $75.5K.
  • Concurrent Investment Advisors first reported a position in Alcoa in Q4 2023 and held it in 2 quarters.
  • Concurrent Investment Advisors's Alcoa position peaked at $365K in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.