PS
AA icon

Planned Solutions’s Alcoa AA Stock Holding History

Planned Solutions’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
Q4 		– Sell
-22
Closed -$864 – 112
2024
Q3 		$864 Buy
+22
New +$750 ﹤0.01% 593

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Planned Solutions's AA Position: Q4 2024 in Review

Planned Solutions sold out of Alcoa (AA) in Q4 2024, closing a stake of 22 shares — an estimated $864 sold.

Planned Solutions first reported a position in AA in Q3 2024 and held it in 1 quarter. The position peaked at $864 in Q3 2024. 530 funds tracked by Wall St. Rank hold AA as of Q4 2024.

  • Planned Solutions reported no remaining Alcoa position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 22 Alcoa shares in Q4 2024, an estimated $864.
  • Planned Solutions first reported a position in Alcoa in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Alcoa position peaked at $864 in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Alcoa as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.