LF
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Lee Financial’s Howmet Aerospace HWM Stock Holding History

Lee 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
2024
Q1 		– Sell
-106
Closed -$5.74K – 465
2023
Q4 		$5.74K Buy
106
+40
+61% +$1.97K ﹤0.01% 519
2023
Q3 		$3.05K Hold
66
– – ﹤0.01% 596
2023
Q2 		$3.27K Hold
66
– – ﹤0.01% 569
2023
Q1 		$2.8K Hold
66
– – ﹤0.01% 610
2022
Q4 		$2.6K Hold
66
– – ﹤0.01% 649
2022
Q3 		$2K Hold
66
– – ﹤0.01% 684
2022
Q2 		$2K Hold
66
– – ﹤0.01% 700
2022
Q1 		$2K Buy
66
+60
+1,000% +$2.05K ﹤0.01% 651
2021
Q4 		$0 Hold
6
– – ﹤0.01% 927
2021
Q3 		$0 Sell
6
-54
-90% -$1.74K ﹤0.01% 713
2021
Q2 		$2K Buy
+60
New +$2K ﹤0.01% 580
2020
Q3 		– Sell
-29
Closed – – 545
2020
Q2 		$0 Buy
+29
New +$381 ﹤0.01% 531
2020
Q1 		– Sell
-38
Closed -$1K – 492
2019
Q4 		$1K Hold
38
– – ﹤0.01% 483
2019
Q3 		$1K Hold
38
– – ﹤0.01% 497
2019
Q2 		$1K Hold
38
– – ﹤0.01% 505
2019
Q1 		$1K Buy
+38
New +$545 ﹤0.01% 499

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return