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Forum Financial Management’s Alcoa AA Stock Holding History

Forum Financial Management’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
-11,392
Closed -$605K – 332
2025
Q4 		$605K Hold
11,392
– – 0.01% 399
2025
Q3 		$375K Buy
11,392
+4,086
+56% +$127K 0.01% 608
2025
Q2 		$216K Sell
7,306
-384
-5% -$10.4K ﹤0.01% 869
2025
Q1 		$235K Buy
+7,690
New +$269K ﹤0.01% 729
2023
Q2 		– Sell
-4,792
Closed -$204K – 660
2023
Q1 		$204K Buy
4,792
+66
+1% +$3.18K 0.01% 565
2022
Q4 		$215K Buy
+4,726
New +$206K 0.01% 528
2022
Q3 		– Sell
-4,805
Closed -$219K – 544
2022
Q2 		$219K Buy
4,805
+79
+2% +$5.13K 0.01% 477
2022
Q1 		$425K Hold
4,726
– – 0.02% 279
2021
Q4 		$282K Buy
+4,726
New +$237K 0.01% 443

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