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Robertson Stephens Wealth Management’s Alcoa AA Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q2 		– Sell
-132,479
Closed -$4.04M – 551
2025
Q1 		$4.04M Buy
+132,479
New +$4.64M 0.14% 124
2023
Q4 		– Sell
-13,005
Closed -$378K – 443
2023
Q3 		$378K Buy
13,005
+5,751
+79% +$180K 0.03% 350
2023
Q2 		$246K Buy
7,254
+1,397
+24% +$50.8K 0.02% 380
2023
Q1 		$249K Sell
5,857
-3,993
-41% -$192K 0.02% 392
2022
Q4 		$448K Buy
9,850
+500
+5% +$21.8K 0.04% 273
2022
Q3 		$314K Buy
+9,350
New +$437K 0.03% 273

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return