AWM
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Avitas Wealth Management’s Howmet Aerospace HWM Stock Holding History

Avitas Wealth Management’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.7M Buy
24,692
+123
+0.5% +$13.5K 0.37% 71
2024
Q3 		$2.46M Buy
24,569
+326
+1% +$29.4K 0.35% 77
2024
Q2 		$1.88M Buy
24,243
+36
+0.1% +$2.73K 0.28% 91
2024
Q1 		$1.66M Buy
24,207
+242
+1% +$14.8K 0.25% 109
2023
Q4 		$1.3M Buy
23,965
+667
+3% +$32.9K 0.22% 114
2023
Q3 		$1.08M Buy
+23,298
New +$1.14M 0.21% 120

Other funds holding HWM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's HWM Position: Q4 2024 in Review

Avitas Wealth Management increased its Howmet Aerospace (HWM) stake by 0.5% in Q4 2024, buying an estimated $13.5K and bringing the position to 24,692 shares worth $2.7M. The position accounts for 0.37% of the portfolio, ranked #71.

Avitas Wealth Management first reported a position in HWM in Q3 2023 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold HWM as of Q4 2024.

  • Avitas Wealth Management held 24,692 shares of Howmet Aerospace worth $2.7M as of Q4 2024.
  • Avitas Wealth Management bought 123 Howmet Aerospace shares in Q4 2024, an estimated $13.5K.
  • Howmet Aerospace made up 0.37% of Avitas Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Avitas Wealth Management first reported a position in Howmet Aerospace in Q3 2023 and has held it in 6 quarters since.
  • 993 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.