Smartleaf Asset Management’s Alcoa AA Stock Holding History

Smartleaf Asset 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
2026 Q1	$77.5K	Buy	1,226 +316	+35%	+$19.4K	﹤0.01%	1238
2025 Q4	$49.5K	Buy	910 +356	+64%	+$14.6K	﹤0.01%	1555
2025 Q3	$18.8K	Buy	554 +143	+35%	+$4.45K	﹤0.01%	1837
2025 Q2	$11.7K	Sell	411 -500	-55%	-$13.5K	﹤0.01%	1771
2025 Q1	$27.9K	Sell	911 -140	-13%	-$4.9K	﹤0.01%	1435
2024 Q4	$39K	Buy	1,051 +393	+60%	+$16.3K	﹤0.01%	1287
2024 Q3	$25.8K	Buy	658 +184	+39%	+$6.27K	﹤0.01%	1206
2024 Q2	$18.4K	Buy	474 +373	+369%	+$14.4K	﹤0.01%	1073
2024 Q1	$3.35K	Buy	101 +75	+288%	+$2.19K	﹤0.01%	1351
2023 Q4	$817	Buy	+26	New	+$704	﹤0.01%	1051

Other funds holding AA

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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