SIMA Wealth Partners’s Alcoa AA Stock Holding History

SIMA Wealth Partners’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	-48	Closed	-$1.45K	–	154
2025 Q1	$1.45K	Hold	48	–	–	﹤0.01%	175
2024 Q4	$1.8K	Buy	+48	New	+$1.99K	﹤0.01%	162

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIMA Wealth Partners's AA Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Alcoa (AA) in Q2 2025, closing a stake of 48 shares — an estimated $1.45K sold.

SIMA Wealth Partners first reported a position in AA in Q4 2024 and held it in 2 quarters. The position peaked at $1.8K in Q4 2024. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

SIMA Wealth Partners reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
SIMA Wealth Partners sold 48 Alcoa shares in Q2 2025, an estimated $1.45K.
SIMA Wealth Partners first reported a position in Alcoa in Q4 2024 and held it in 2 quarters.
SIMA Wealth Partners's Alcoa position peaked at $1.8K in Q4 2024.
474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.