Merriman Wealth Management’s Howmet Aerospace HWM Stock Holding History

Merriman 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 Q1	–	Sell	-102,000	Closed	-$3.25M	–	209
2021 Q4	$3.25M	Buy	+102,000	New	+$3.14M	0.24%	56
2021 Q1	–	Sell	-102,383	Closed	-$2.92M	–	201
2020 Q4	$2.92M	Buy	+102,383	New	+$2.28M	0.31%	60
2020 Q2	–	Sell	-133,507	Closed	-$1.64M	–	170
2020 Q1	$1.64M	Buy	133,507 +499	+0.4%	+$10.4K	0.36%	42
2019 Q4	$3.14M	Hold	133,008	–	–	0.6%	42
2019 Q3	$2.65M	Hold	133,008	–	–	0.54%	48
2019 Q2	$2.66M	Hold	133,008	–	–	0.51%	50
2019 Q1	$1.95M	Sell	133,008 -917	-0.7%	-$13.1K	0.37%	58
2018 Q4	$1.95M	Sell	133,925 -234	-0.2%	-$3.66K	0.42%	31
2018 Q3	$2.26M	Buy	134,159 +1	+0%	+$16	0.48%	41
2018 Q2	$1.75M	Hold	134,158	–	–	0.4%	45
2018 Q1	$2.37M	Buy	134,158 +1	+0%	+$20	0.62%	38
2017 Q4	$2.8M	Buy	134,157 +1,149	+0.9%	+$22.4K	0.68%	36
2017 Q3	$2.54M	Hold	133,008	–	–	0.6%	44
2017 Q2	$2.31M	Hold	133,008	–	–	0.64%	45
2017 Q1	$2.69M	Hold	133,008	–	–	0.65%	43
2016 Q4	$1.89M	Buy	+133,008	New	+$2M	0.52%	47

Other funds holding HWM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Merriman Wealth Management's HWM Position: Q1 2022 in Review

Merriman Wealth Management sold out of Howmet Aerospace (HWM) in Q1 2022, closing a stake of 102,000 shares — an estimated $3.25M sold.

Merriman Wealth Management first reported a position in HWM in Q4 2016 and held it in 16 quarters. The position peaked at $3.25M in Q4 2021. 515 funds tracked by Wall St. Rank hold HWM as of Q1 2022.

Merriman Wealth Management reported no remaining Howmet Aerospace position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 102,000 Howmet Aerospace shares in Q1 2022, an estimated $3.25M.
Merriman Wealth Management first reported a position in Howmet Aerospace in Q4 2016 and held it in 16 quarters.
Merriman Wealth Management's Howmet Aerospace position peaked at $3.25M in Q4 2021.
515 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.