GPS Wealth Strategies Group’s Alcoa AA Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-41	Closed	-$1.34K	–	584
2025 Q3	$1.34K	Sell	41 -240	-85%	-$7.46K	﹤0.01%	1449
2025 Q2	$8.29K	Hold	281	–	–	﹤0.01%	1073
2025 Q1	$8.56K	Hold	281	–	–	﹤0.01%	1041
2024 Q4	$10.6K	Sell	281 -75	-21%	-$3.12K	﹤0.01%	936
2024 Q3	$13.7K	Buy	356 +20	+6%	+$682	﹤0.01%	886
2024 Q2	$13.3K	Buy	336 +6	+2%	+$232	﹤0.01%	849
2024 Q1	$11.2K	Hold	330	–	–	﹤0.01%	833
2023 Q4	$11.2K	Hold	330	–	–	﹤0.01%	812
2023 Q3	$9.59K	Hold	330	–	–	﹤0.01%	843
2023 Q2	$11.2K	Hold	330	–	–	﹤0.01%	829
2023 Q1	$14K	Buy	+330	New	+$15.9K	﹤0.01%	771
2022 Q4	–	Sell	-315	Closed	-$11K	–	118
2022 Q3	$11K	Hold	315	–	–	﹤0.01%	738
2022 Q2	$14K	Hold	315	–	–	﹤0.01%	689
2022 Q1	$28K	Hold	315	–	–	0.01%	530
2021 Q4	$19K	Hold	315	–	–	﹤0.01%	595
2021 Q3	$15K	Hold	315	–	–	﹤0.01%	628
2021 Q2	$12K	Buy	+315	New	+$11.5K	﹤0.01%	693

Other funds holding AA

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return