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Pekin Hardy Strauss’s Alcoa AA Stock Holding History

Pekin Hardy Strauss’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
2026
Q1 		– Sell
-9,400
Closed -$500K – 479
2025
Q4 		$500K Buy
+9,400
New +$385K 0.05% 278
2024
Q2 		– Sell
-9,014
Closed -$305K – 324
2024
Q1 		$305K Sell
9,014
-4,947
-35% -$145K 0.04% 268
2023
Q4 		$475K Sell
13,961
-8,276
-37% -$224K 0.07% 201
2023
Q3 		$646K Buy
22,237
+5,903
+36% +$185K 0.1% 170
2023
Q2 		$554K Sell
16,334
-2,548
-13% -$92.6K 0.06% 191
2023
Q1 		$804K Sell
18,882
-2,699
-13% -$130K 0.11% 165
2022
Q4 		$981K Sell
21,581
-2,699
-11% -$117K 0.14% 150
2022
Q3 		$817K Buy
24,280
+4,900
+25% +$229K 0.13% 155
2022
Q2 		$883K Buy
19,380
+9,980
+106% +$647K 0.12% 159
2022
Q1 		$846K Buy
+9,400
New +$683K 0.11% 183

Other funds holding AA

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return