Baystate Wealth Management’s Howmet Aerospace HWM Stock Holding History

Baystate 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
2023 Q4	$19.5K	Buy	360 +334	+1,285%	+$16.5K	﹤0.01%	566
2023 Q3	$1.23K	Hold	26	–	–	﹤0.01%	867
2023 Q2	$1.32K	Hold	26	–	–	﹤0.01%	909
2023 Q1	$1.12K	Hold	26	–	–	﹤0.01%	917
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	863
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	816
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	840
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	828
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	825
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	763
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	731
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	660
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	624
2020 Q3	$0	Hold	26	–	–	﹤0.01%	682
2020 Q2	$0	Sell	26 -69	-73%	-$907	﹤0.01%	686
2020 Q1	$1K	Buy	95 +61	+179%	+$1.27K	﹤0.01%	552
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	572
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	530
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	566
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	577
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	585
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	595
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	612
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	575
2017 Q4	$1K	Hold	34	–	–	﹤0.01%	575
2017 Q3	$1K	Hold	34	–	–	﹤0.01%	558
2017 Q2	$1K	Hold	34	–	–	﹤0.01%	580
2017 Q1	$1K	Buy	+34	New	+$668	﹤0.01%	543

Other funds holding HWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baystate Wealth Management's HWM Position: Q4 2023 in Review

Baystate Wealth Management increased its Howmet Aerospace (HWM) stake by 1,285% in Q4 2023, buying an estimated $16.5K and bringing the position to 360 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Baystate Wealth Management first reported a position in HWM in Q1 2017 and has held it in 28 quarters since. 662 funds tracked by Wall St. Rank hold HWM as of Q4 2023.

Baystate Wealth Management held 360 shares of Howmet Aerospace worth $19.5K as of Q4 2023.
Baystate Wealth Management bought 334 Howmet Aerospace shares in Q4 2023, an estimated $16.5K.
Howmet Aerospace made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #566 holding.
Baystate Wealth Management first reported a position in Howmet Aerospace in Q1 2017 and has held it in 28 quarters since.
662 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.