KSWA
HWM icon

Kathleen S. Wright Associates’s Howmet Aerospace HWM Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-666
Closed -$30.8K – 208
2023
Q3 		$30.8K Buy
+666
New +$32.5K 0.02% 131
2023
Q1 		– Sell
-352
Closed -$14K – 186
2022
Q4 		$14K Hold
352
– – 0.01% 144
2022
Q3 		$11K Buy
+352
New +$12.4K 0.01% 139

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kathleen S. Wright Associates's HWM Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Howmet Aerospace (HWM) in Q4 2023, closing a stake of 666 shares — an estimated $30.8K sold.

Kathleen S. Wright Associates first reported a position in HWM in Q3 2022 and held it in 3 quarters. The position peaked at $30.8K in Q3 2023. 662 funds tracked by Wall St. Rank hold HWM as of Q4 2023.

  • Kathleen S. Wright Associates reported no remaining Howmet Aerospace position as of Q4 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 666 Howmet Aerospace shares in Q4 2023, an estimated $30.8K.
  • Kathleen S. Wright Associates first reported a position in Howmet Aerospace in Q3 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Howmet Aerospace position peaked at $30.8K in Q3 2023.
  • 662 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.