BDO Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

BDO Wealth Advisors’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 Q2	$1.35M	Buy	27,302 +25	+0.1%	+$1.11K	0.16%	113
2023 Q1	$1.16M	Buy	27,277 +26	+0.1%	+$1.06K	0.14%	117
2022 Q4	$1.07M	Buy	27,251 +29	+0.1%	+$1.06K	0.13%	129
2022 Q3	$842K	Buy	27,222 +15	+0.1%	+$526	0.11%	135
2022 Q2	$856K	Buy	27,207 +1,894	+7%	+$64.9K	0.11%	136
2022 Q1	$910K	Buy	25,313 +14	+0.1%	+$478	0.1%	139
2021 Q4	$805K	Hold	25,299	–	–	0.09%	149
2021 Q3	$789K	Hold	25,299	–	–	0.09%	151
2021 Q2	$872K	Hold	25,299	–	–	0.1%	143
2021 Q1	$813K	Buy	+25,299	New	+$728K	0.1%	148
2019 Q2	–	Sell	-65	Closed	-$1K	–	642
2019 Q1	$1K	Sell	65 -94	-59%	-$1.35K	﹤0.01%	587
2018 Q4	$2K	Buy	159 +1	+0.6%	+$16	﹤0.01%	493
2018 Q3	$3K	Hold	158	–	–	﹤0.01%	531
2018 Q2	$2K	Hold	158	–	–	﹤0.01%	583
2018 Q1	$3K	Sell	158 -159	-50%	-$3.23K	﹤0.01%	474
2017 Q4	$7K	Hold	317	–	–	﹤0.01%	356
2017 Q3	$6K	Buy	317 +1	+0.3%	+$19	﹤0.01%	329
2017 Q2	$5K	Buy	+316	New	+$6.44K	﹤0.01%	426

Other funds holding HWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's HWM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Howmet Aerospace (HWM) stake by 0.09% in Q2 2023, buying an estimated $1.11K and bringing the position to 27,302 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #113.

BDO Wealth Advisors first reported a position in HWM in Q2 2017 and has held it in 18 quarters since. 605 funds tracked by Wall St. Rank hold HWM as of Q2 2023.

BDO Wealth Advisors held 27,302 shares of Howmet Aerospace worth $1.35M as of Q2 2023.
BDO Wealth Advisors bought 25 Howmet Aerospace shares in Q2 2023, an estimated $1.11K.
Howmet Aerospace made up 0.16% of BDO Wealth Advisors's portfolio in Q2 2023, its #113 holding.
BDO Wealth Advisors first reported a position in Howmet Aerospace in Q2 2017 and has held it in 18 quarters since.
605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.