GoalVest Advisory’s Alcoa AA Stock Holding History

GoalVest Advisory’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	-10	Closed	-$305	–	359
2025 Q1	$305	Buy	+10	New	+$350	﹤0.01%	407
2022 Q2	–	Sell	-51	Closed	-$5K	–	299
2022 Q1	$5K	Buy	+51	New	+$3.7K	﹤0.01%	269

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

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GoalVest Advisory's AA Position: Q2 2025 in Review

GoalVest Advisory sold out of Alcoa (AA) in Q2 2025, closing a stake of 10 shares — an estimated $305 sold.

GoalVest Advisory first reported a position in AA in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

GoalVest Advisory reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 10 Alcoa shares in Q2 2025, an estimated $305.
GoalVest Advisory first reported a position in Alcoa in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Alcoa position peaked at $5K in Q1 2022.
474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.