Covestor’s Alcoa AA Stock Holding History

Covestor’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	$18K	Sell	265 -8,534	-97%	-$524K	0.01%	1139
2025 Q4	$467K	Buy	8,799 +6,675	+314%	+$273K	0.24%	47
2025 Q3	$69K	Buy	2,124 +1,835	+635%	+$57.1K	0.04%	758
2025 Q2	$9K	Buy	289 +3	+1%	+$81	0.01%	1621
2025 Q1	$9K	Sell	286 -5	-2%	-$175	0.01%	1531
2024 Q4	$11K	Buy	291 +2	+0.7%	+$83	0.01%	1456
2024 Q3	$11K	Sell	289 -7	-2%	-$239	0.01%	1469
2024 Q2	$12K	Sell	296 -3	-1%	-$116	0.01%	1388
2024 Q1	$10K	Sell	299 -1	-0.3%	-$29	0.01%	1559
2023 Q4	$10K	Buy	300 +6	+2%	+$162	0.01%	1532
2023 Q3	$9K	Buy	294 +114	+63%	+$3.57K	0.01%	1460
2023 Q2	$6K	Buy	180 +1	+0.6%	+$36	﹤0.01%	1662
2023 Q1	$8K	Buy	179 +3	+2%	+$145	0.01%	1403
2022 Q4	$8K	Hold	176	–	–	0.01%	1399
2022 Q3	$6K	Sell	176 -841	-83%	-$39.3K	0.01%	1427
2022 Q2	$46K	Sell	1,017 -63	-6%	-$4.09K	0.04%	764
2022 Q1	$97K	Buy	1,080 +104	+11%	+$7.55K	0.06%	515
2021 Q4	$58K	Buy	+976	New	+$48.9K	0.08%	448

Other funds holding AA

BlackRock New York $5.72T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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