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Balboa Wealth Partners’s Howmet Aerospace HWM Stock Holding History

Balboa Wealth Partners’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
2025
Q1 		– Sell
-2,748
Closed -$301K – 348
2024
Q4 		$301K Buy
+2,748
New +$301K 0.07% 210

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Fidelity Investments
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balboa Wealth Partners's HWM Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Howmet Aerospace (HWM) in Q1 2025, closing a stake of 2,748 shares — an estimated $301K sold.

Balboa Wealth Partners first reported a position in HWM in Q4 2024 and held it in 1 quarter. The position peaked at $301K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold HWM as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Howmet Aerospace position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,748 Howmet Aerospace shares in Q1 2025, an estimated $301K.
  • Balboa Wealth Partners first reported a position in Howmet Aerospace in Q4 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Howmet Aerospace position peaked at $301K in Q4 2024.
  • 1,060 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.