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Mark Sheptoff Financial Planning’s Alcoa AA Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-51
Closed -$2.04K – 429
2024
Q2 		$2.04K Hold
51
– – ﹤0.01% 391
2024
Q1 		$1.73K Hold
51
– – ﹤0.01% 367
2023
Q4 		$1.73K Hold
51
– – ﹤0.01% 361
2023
Q3 		$1.48K Hold
51
– – ﹤0.01% 347
2023
Q2 		$1.72K Buy
51
+1
+2% +$36 ﹤0.01% 351
2023
Q1 		$2.15K Hold
50
– – ﹤0.01% 342
2022
Q4 		$2.29K Hold
50
– – ﹤0.01% 347
2022
Q3 		$2K Hold
50
– – ﹤0.01% 319
2022
Q2 		$2K Hold
50
– – ﹤0.01% 332
2022
Q1 		$5K Sell
50
-50
-50% -$3.63K ﹤0.01% 339
2021
Q4 		$6K Buy
+100
New +$5.01K ﹤0.01% 352

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM