GI
AA icon

Gradient Investments’s Alcoa AA Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-5
Closed -$169 – 1378
2024
Q1 		$169 Buy
5
+3
+150% +$88 ﹤0.01% 1109
2023
Q4 		$68 Hold
2
– – ﹤0.01% 1756
2023
Q3 		$58 Hold
2
– – ﹤0.01% 1736
2023
Q2 		$68 Sell
2
-13
-87% -$472 ﹤0.01% 1702
2023
Q1 		$638 Sell
15
-11
-42% -$530 ﹤0.01% 1254
2022
Q4 		$1.18K Hold
26
– – ﹤0.01% 1167
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1185
2022
Q2 		$1K Sell
26
-18
-41% -$1.17K ﹤0.01% 1094
2022
Q1 		$4K Buy
44
+33
+300% +$2.4K ﹤0.01% 907
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1109
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1045
2021
Q2 		$0 Hold
11
– – ﹤0.01% 1138
2021
Q1 		$0 Hold
11
– – ﹤0.01% 1136
2020
Q4 		$0 Hold
11
– – ﹤0.01% 1122
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1126
2020
Q2 		$0 Hold
11
– – ﹤0.01% 1033
2020
Q1 		$0 Hold
11
– – ﹤0.01% 1077
2019
Q4 		$0 Sell
11
-90
-89% -$1.86K ﹤0.01% 1085
2019
Q3 		$2K Buy
101
+90
+818% +$1.87K ﹤0.01% 904
2019
Q2 		$0 Buy
+11
New +$274 ﹤0.01% 1012
2017
Q2 		– Sell
-11
Closed – – 790
2017
Q1 		$0 Buy
+11
New +$385 ﹤0.01% 762
2016
Q3 		– Sell
-62
Closed -$1K – 702
2016
Q2 		$1K Sell
62
-53
-46% -$1.24K ﹤0.01% 634
2016
Q1 		$3K Buy
+115
New +$2.34K ﹤0.01% 582
2015
Q4 		– Sell
-4
Closed – – 666
2015
Q3 		$0 Buy
+4
New +$94 ﹤0.01% 585

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's AA Position: Q2 2024 in Review

Gradient Investments sold out of Alcoa (AA) in Q2 2024, closing a stake of 5 shares — an estimated $169 sold.

Gradient Investments first reported a position in AA in Q3 2015 and held it in 24 quarters. The position peaked at $4K in Q1 2022. 487 funds tracked by Wall St. Rank hold AA as of Q2 2024.

  • Gradient Investments reported no remaining Alcoa position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Alcoa shares in Q2 2024, an estimated $169.
  • Gradient Investments first reported a position in Alcoa in Q3 2015 and held it in 24 quarters.
  • Gradient Investments's Alcoa position peaked at $4K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Alcoa as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.