LA
AA icon

LM Advisors’s Alcoa AA Stock Holding History

LM Advisors’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
Q1 		– Sell
-356
Closed -$12.1K – 215
2023
Q4 		$12.1K Buy
+356
New +$9.63K ﹤0.01% 507

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LM Advisors's AA Position: Q1 2024 in Review

LM Advisors sold out of Alcoa (AA) in Q1 2024, closing a stake of 356 shares — an estimated $12.1K sold.

LM Advisors first reported a position in AA in Q4 2023 and held it in 1 quarter. The position peaked at $12.1K in Q4 2023. 440 funds tracked by Wall St. Rank hold AA as of Q1 2024.

  • LM Advisors reported no remaining Alcoa position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 356 Alcoa shares in Q1 2024, an estimated $12.1K.
  • LM Advisors first reported a position in Alcoa in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Alcoa position peaked at $12.1K in Q4 2023.
  • 440 funds tracked by Wall St. Rank held Alcoa as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.