Sutton Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Sutton Wealth 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	$6.52K	Buy	141 +40	+40%	+$1.95K	﹤0.01%	544
2023 Q2	$5.01K	Hold	101	–	–	﹤0.01%	566
2023 Q1	$4.28K	Sell	101 -2,159	-96%	-$88.5K	﹤0.01%	540
2022 Q4	$89.1K	Hold	2,260	–	–	0.03%	267
2022 Q3	$69.9K	Hold	2,260	–	–	0.03%	311
2022 Q2	$71.1K	Hold	2,260	–	–	0.03%	297
2022 Q1	$81.2K	Hold	2,260	–	–	0.03%	289
2021 Q4	$71.9K	Buy	2,260 +8	+0.4%	+$247	0.02%	323
2021 Q3	$70.3K	Buy	2,252 +6	+0.3%	+$193	0.03%	304
2021 Q2	$77.4K	Hold	2,246	–	–	0.03%	292
2021 Q1	$72.2K	Hold	2,246	–	–	0.03%	299
2020 Q4	$64.1K	Hold	2,246	–	–	0.03%	300
2020 Q3	$37.6K	Hold	2,246	–	–	0.02%	366
2020 Q2	$35.6K	Sell	2,246 -683	-23%	-$8.98K	0.02%	379
2020 Q1	$36.1K	Sell	2,929 -173	-6%	-$3.6K	0.02%	337
2019 Q4	$73.2K	Hold	3,102	–	–	0.04%	249
2019 Q3	$61.9K	Hold	3,102	–	–	0.03%	257
2019 Q2	$61.4K	Hold	3,102	–	–	0.04%	263
2019 Q1	$45.5K	Hold	3,102	–	–	0.03%	317
2018 Q4	$40.1K	Sell	3,102 -4	-0.1%	-$63	0.03%	317
2018 Q3	$52.4K	Buy	+3,106	New	+$49.4K	0.03%	283

Other funds holding HWM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's HWM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Howmet Aerospace (HWM) stake by 40% in Q3 2023, buying an estimated $1.95K and bringing the position to 141 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Sutton Wealth Advisors first reported a position in HWM in Q3 2018 and has held it in 21 quarters since. The position peaked at $89.1K in Q4 2022. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

Sutton Wealth Advisors held 141 shares of Howmet Aerospace worth $6.52K as of Q3 2023.
Sutton Wealth Advisors bought 40 Howmet Aerospace shares in Q3 2023, an estimated $1.95K.
Howmet Aerospace made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #544 holding.
Sutton Wealth Advisors first reported a position in Howmet Aerospace in Q3 2018 and has held it in 21 quarters since.
Sutton Wealth Advisors's Howmet Aerospace position peaked at $89.1K in Q4 2022.
610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.