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Charter Oak Capital Management’s Howmet Aerospace HWM Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-100
Closed -$3K – 468
2022
Q2 		$3K Hold
100
– – ﹤0.01% 789
2022
Q1 		$4K Buy
+100
New +$3.41K ﹤0.01% 799

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Boston Partners
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Massachusetts Financial Services
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State Street
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OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
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Charter Oak Capital Management's HWM Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Howmet Aerospace (HWM) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in HWM in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 525 funds tracked by Wall St. Rank hold HWM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Howmet Aerospace position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 100 Howmet Aerospace shares in Q3 2022, an estimated $3K.
  • Charter Oak Capital Management first reported a position in Howmet Aerospace in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Howmet Aerospace position peaked at $4K in Q1 2022.
  • 525 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.