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Resurgent Financial Advisors’s Howmet Aerospace HWM Stock Holding History

Resurgent Financial Advisors’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
-560
Closed -$27.8K – 503
2023
Q2 		$27.8K Sell
560
-43
-7% -$1.92K 0.02% 436
2023
Q1 		$25.5K Sell
603
-324
-35% -$13.3K 0.02% 443
2022
Q4 		$36.5K Buy
+927
New +$33.8K 0.02% 491

Other funds holding HWM

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Resurgent Financial Advisors's HWM Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Howmet Aerospace (HWM) in Q3 2023, closing a stake of 560 shares — an estimated $27.8K sold.

Resurgent Financial Advisors first reported a position in HWM in Q4 2022 and held it in 3 quarters. The position peaked at $36.5K in Q4 2022. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Howmet Aerospace position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 560 Howmet Aerospace shares in Q3 2023, an estimated $27.8K.
  • Resurgent Financial Advisors first reported a position in Howmet Aerospace in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Howmet Aerospace position peaked at $36.5K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.