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Schechter Investment Advisors’s Howmet Aerospace HWM Stock Holding History

Schechter Investment 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
2024
Q3 		– Sell
-4,443
Closed -$345K – 688
2024
Q2 		$345K Sell
4,443
-3,319
-43% -$251K 0.03% 449
2024
Q1 		$531K Sell
7,762
-2,887
-27% -$177K 0.04% 362
2023
Q4 		$576K Sell
10,649
-2,128
-17% -$105K 0.05% 331
2023
Q3 		$591K Sell
12,777
-466
-4% -$22.7K 0.06% 308
2023
Q2 		$656K Buy
13,243
+933
+8% +$41.5K 0.06% 326
2023
Q1 		$522K Sell
12,310
-2,394
-16% -$98.1K 0.05% 401
2022
Q4 		$579K Sell
14,704
-471
-3% -$17.2K 0.05% 464
2022
Q3 		$469K Sell
15,175
-77
-0.5% -$2.7K 0.05% 536
2022
Q2 		$479K Sell
15,252
-292
-2% -$10K 0.05% 545
2022
Q1 		$559K Sell
15,544
-81
-0.5% -$2.76K 0.05% 497
2021
Q4 		$497K Buy
+15,625
New +$482K 0.04% 506

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schechter Investment Advisors's HWM Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Howmet Aerospace (HWM) in Q3 2024, closing a stake of 4,443 shares — an estimated $345K sold.

Schechter Investment Advisors first reported a position in HWM in Q4 2021 and held it in 11 quarters. The position peaked at $656K in Q2 2023. 860 funds tracked by Wall St. Rank hold HWM as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Howmet Aerospace position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,443 Howmet Aerospace shares in Q3 2024, an estimated $345K.
  • Schechter Investment Advisors first reported a position in Howmet Aerospace in Q4 2021 and held it in 11 quarters.
  • Schechter Investment Advisors's Howmet Aerospace position peaked at $656K in Q2 2023.
  • 860 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.