Curi Wealth Management’s Howmet Aerospace HWM Stock Holding History

Curi 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
2022 Q3	–	Sell	-5	Closed	–	–	415
2022 Q2	$0	Hold	5	–	–	﹤0.01%	673
2022 Q1	$0	Hold	5	–	–	﹤0.01%	576
2021 Q4	$0	Buy	+5	New	+$154	﹤0.01%	538
2021 Q1	–	Sell	-5	Closed	–	–	268
2020 Q4	$0	Buy	+5	New	+$111	﹤0.01%	446

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Curi Wealth Management's HWM Position: Q3 2022 in Review

Curi Wealth Management sold out of Howmet Aerospace (HWM) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in HWM in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 524 funds tracked by Wall St. Rank hold HWM as of Q3 2022.

Curi Wealth Management reported no remaining Howmet Aerospace position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 5 Howmet Aerospace shares in Q3 2022.
Curi Wealth Management first reported a position in Howmet Aerospace in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Howmet Aerospace position peaked at $0 in Q2 2022.
524 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.