LWM
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Liberty Wealth Management’s Howmet Aerospace HWM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-50
Closed -$2K – 581
2021
Q3 		$2K Hold
50
– – ﹤0.01% 1054
2021
Q2 		$2K Buy
50
+1
+2% +$33 ﹤0.01% 923
2021
Q1 		$1K Hold
49
– – ﹤0.01% 868
2020
Q4 		$1K Hold
49
– – ﹤0.01% 867
2020
Q3 		$1K Hold
49
– – ﹤0.01% 804
2020
Q2 		$1K Sell
49
-113
-70% -$1.49K ﹤0.01% 785
2020
Q1 		$4K Sell
162
-1,584
-91% -$32.9K ﹤0.01% 620
2019
Q4 		$41K Sell
1,746
-318
-15% -$7.1K 0.03% 284
2019
Q3 		$41K Sell
2,064
-200
-9% -$3.94K 0.04% 262
2019
Q2 		$45K Sell
2,264
-233
-9% -$3.93K 0.04% 263
2019
Q1 		$36K Buy
2,497
+2,433
+3,802% +$34.9K 0.03% 257
2018
Q4 		$0 Buy
+64
New +$1K ﹤0.01% 773

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Liberty Wealth Management's HWM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Howmet Aerospace (HWM) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in HWM in Q4 2018 and held it in 12 quarters. The position peaked at $45K in Q2 2019. 491 funds tracked by Wall St. Rank hold HWM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Howmet Aerospace position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 50 Howmet Aerospace shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Howmet Aerospace in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Howmet Aerospace position peaked at $45K in Q2 2019.
  • 491 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.