Kapitalo Investimentos’s Alcoa AA Stock Holding History

Kapitalo Investimentos’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
2023 Q4	–	Sell	-2,231	Closed	-$64.8K	–	526
2023 Q3	$64.8K	Buy	+2,231	New	+$69.9K	0.01%	458
2023 Q2	–	Sell	-5,479	Closed	-$233K	–	458
2023 Q1	$233K	Buy	+5,479	New	+$264K	0.08%	132

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Kapitalo Investimentos's AA Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Alcoa (AA) in Q4 2023, closing a stake of 2,231 shares — an estimated $64.8K sold.

Kapitalo Investimentos first reported a position in AA in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q1 2023. 453 funds tracked by Wall St. Rank hold AA as of Q4 2023.

Kapitalo Investimentos reported no remaining Alcoa position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 2,231 Alcoa shares in Q4 2023, an estimated $64.8K.
Kapitalo Investimentos first reported a position in Alcoa in Q1 2023 and held it in 2 quarters.
Kapitalo Investimentos's Alcoa position peaked at $233K in Q1 2023.
453 funds tracked by Wall St. Rank held Alcoa as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.