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Freedom Investment Management’s Alcoa AA Stock Holding History

Freedom Investment 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
2025
Q2 		– Sell
-7,061
Closed -$215K – 735
2025
Q1 		$215K Buy
+7,061
New +$247K 0.02% 691
2016
Q4 		– Sell
-11,749
Closed -$286K – 976
2016
Q3 		$286K Buy
11,749
+821
+8% +$20K 0.02% 662
2016
Q2 		$243K Buy
10,928
+322
+3% +$7.53K 0.02% 677
2016
Q1 		$244K Sell
10,606
-1,131
-10% -$23K 0.02% 646
2015
Q4 		$278K Buy
11,737
+5,836
+99% +$130K 0.02% 585
2015
Q3 		$1.62M Buy
+5,901
New +$138K 0.16% 84

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's AA Position: Q2 2025 in Review

Freedom Investment Management sold out of Alcoa (AA) in Q2 2025, closing a stake of 7,061 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in AA in Q3 2015 and held it in 6 quarters. The position peaked at $1.62M in Q3 2015. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Freedom Investment Management reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 7,061 Alcoa shares in Q2 2025, an estimated $215K.
  • Freedom Investment Management first reported a position in Alcoa in Q3 2015 and held it in 6 quarters.
  • Freedom Investment Management's Alcoa position peaked at $1.62M in Q3 2015.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.