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Sunbelt Securities’s Alcoa AA Stock Holding History

Sunbelt Securities’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 		$39.8K Hold
600
– – ﹤0.01% 1083
2025
Q4 		$31.9K Buy
600
+45
+8% +$1.84K ﹤0.01% 1123
2025
Q3 		$18.3K Sell
555
-2
-0.4% -$62 ﹤0.01% 1289
2025
Q2 		$21K Buy
557
+2
+0.4% +$54 ﹤0.01% 1161
2025
Q1 		$16.9K Sell
555
-2
-0.4% -$70 ﹤0.01% 1159
2024
Q4 		$20.7K Buy
557
+2
+0.4% +$83 ﹤0.01% 1163
2024
Q3 		$21.4K Hold
555
– – ﹤0.01% 1158
2024
Q2 		$22.1K Hold
555
– – ﹤0.01% 1107
2024
Q1 		$18.8K Hold
555
– – ﹤0.01% 1106
2023
Q4 		$18.9K Hold
555
– – ﹤0.01% 1045
2023
Q3 		$16.1K Hold
555
– – ﹤0.01% 1058
2023
Q2 		$18.8K Hold
555
– – ﹤0.01% 1040
2023
Q1 		$23.2K Buy
+555
New +$26.8K ﹤0.01% 919

Other funds holding AA

BlackRock
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
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