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	-3,000	Closed	-$159K	–	1931
2025 Q4	$159K	Buy	+3,000	New	+$123K	﹤0.01%	1666

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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.