Halpern Financial’s Howmet Aerospace HWM Stock Holding History

Halpern Financial’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 Q3	–	Sell	-177	Closed	-$8.77K	–	232
2023 Q2	$8.77K	Buy	+177	New	+$7.88K	﹤0.01%	166

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Halpern Financial's HWM Position: Q3 2023 in Review

Halpern Financial sold out of Howmet Aerospace (HWM) in Q3 2023, closing a stake of 177 shares — an estimated $8.77K sold.

Halpern Financial first reported a position in HWM in Q2 2023 and held it in 1 quarter. The position peaked at $8.77K in Q2 2023. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

Halpern Financial reported no remaining Howmet Aerospace position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 177 Howmet Aerospace shares in Q3 2023, an estimated $8.77K.
Halpern Financial first reported a position in Howmet Aerospace in Q2 2023 and held it in 1 quarter.
Halpern Financial's Howmet Aerospace position peaked at $8.77K in Q2 2023.
610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.