CA
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CoreCap Advisors’s Alcoa AA Stock Holding History

CoreCap 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
Q2 		$29.7K Buy
570
+2
+0.4% +$134 ﹤0.01% 1637
2026
Q1 		$37.7K Buy
568
+11
+2% +$675 ﹤0.01% 1429
2025
Q4 		$29.6K Buy
557
+237
+74% +$9.7K ﹤0.01% 1527
2025
Q3 		$10.5K Hold
320
– – ﹤0.01% 1914
2025
Q2 		$9.44K Sell
320
-11
-3% -$297 ﹤0.01% 1893
2025
Q1 		$10.1K Buy
331
+5
+2% +$175 ﹤0.01% 1805
2024
Q4 		$12.3K Buy
326
+11
+3% +$457 ﹤0.01% 1700
2024
Q3 		$12.2K Buy
+315
New +$10.7K ﹤0.01% 1728
2024
Q2 		– Sell
-808
Closed -$27.3K – 1605
2024
Q1 		$27.3K Buy
+808
New +$23.6K ﹤0.01% 1347
2022
Q4 		$14K Buy
+308
New +$13.4K ﹤0.01% 1428
2022
Q3 		– Sell
-308
Closed -$14K – 542
2022
Q2 		$14K Buy
+308
New +$20K ﹤0.01% 1360
2022
Q1 		– Sell
-821
Closed -$49K – 551
2021
Q4 		$49K Buy
+821
New +$41.1K ﹤0.01% 1002

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return