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Sowell Financial Services’s Howmet Aerospace HWM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-116
Closed -$4K – 1504
2021
Q1 		$4K Sell
116
-5,739
-98% -$165K ﹤0.01% 2662
2020
Q4 		$167K Buy
5,855
+3,866
+194% +$86K 0.01% 921
2020
Q3 		$33K Buy
1,989
+1,718
+634% +$28.7K ﹤0.01% 1351
2020
Q2 		$4K Sell
271
-88
-25% -$1.16K ﹤0.01% 1964
2020
Q1 		$4K Sell
359
-5,534
-94% -$115K ﹤0.01% 1895
2019
Q4 		$139K Sell
5,893
-364
-6% -$8.13K 0.01% 814
2019
Q3 		$125K Buy
+6,257
New +$123K 0.01% 771
2017
Q1 		– Sell
-476
Closed -$11K – 400
2016
Q4 		$11K Buy
+476
New +$7.16K ﹤0.01% 475

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Sowell Financial Services's HWM Position: Q2 2021 in Review

Sowell Financial Services sold out of Howmet Aerospace (HWM) in Q2 2021, closing a stake of 116 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in HWM in Q4 2016 and held it in 8 quarters. The position peaked at $167K in Q4 2020. 476 funds tracked by Wall St. Rank hold HWM as of Q2 2021.

  • Sowell Financial Services reported no remaining Howmet Aerospace position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 116 Howmet Aerospace shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Howmet Aerospace in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Howmet Aerospace position peaked at $167K in Q4 2020.
  • 476 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.