GeoWealth Management’s Alcoa AA Stock Holding History

GeoWealth 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 Q1	–	Sell	-980	Closed	-$37K	–	1059
2024 Q4	$37K	Sell	980 -163	-14%	-$6.77K	﹤0.01%	1243
2024 Q3	$44.1K	Buy	+1,143	New	+$39K	﹤0.01%	1112

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GeoWealth Management's AA Position: Q1 2025 in Review

GeoWealth Management sold out of Alcoa (AA) in Q1 2025, closing a stake of 980 shares — an estimated $37K sold.

GeoWealth Management first reported a position in AA in Q3 2024 and held it in 2 quarters. The position peaked at $44.1K in Q3 2024. 514 funds tracked by Wall St. Rank hold AA as of Q1 2025.

GeoWealth Management reported no remaining Alcoa position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 980 Alcoa shares in Q1 2025, an estimated $37K.
GeoWealth Management first reported a position in Alcoa in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Alcoa position peaked at $44.1K in Q3 2024.
514 funds tracked by Wall St. Rank held Alcoa as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.