TCI Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

TCI 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 Q2	–	Sell	-409	Closed	-$17.3K	–	1116
2023 Q1	$17.3K	Buy	409 +20	+5%	+$820	﹤0.01%	789
2022 Q4	$15.3K	Sell	389 -103	-21%	-$3.75K	﹤0.01%	825
2022 Q3	$15K	Buy	492 +22	+5%	+$772	﹤0.01%	798
2022 Q2	$15K	Hold	470	–	–	﹤0.01%	765
2022 Q1	$17K	Buy	470 +1	+0.2%	+$34	﹤0.01%	767
2021 Q4	$15K	Sell	469 -13	-3%	-$401	﹤0.01%	866
2021 Q3	$15K	Buy	482 +114	+31%	+$3.67K	﹤0.01%	820
2021 Q2	$13K	Buy	368 +13	+4%	+$434	﹤0.01%	792
2021 Q1	$11K	Buy	355 +96	+37%	+$2.76K	﹤0.01%	809
2020 Q4	$7K	Sell	259 -4	-2%	-$89	﹤0.01%	747
2020 Q3	$4K	Hold	263	–	–	﹤0.01%	850
2020 Q2	$4K	Sell	263 -389	-60%	-$5.11K	﹤0.01%	811
2020 Q1	$8K	Sell	652 -4	-0.6%	-$83	﹤0.01%	616
2019 Q4	$15K	Sell	656 -26	-4%	-$581	0.01%	619
2019 Q3	$14K	Buy	682 +94	+16%	+$1.85K	0.01%	557
2019 Q2	$12K	Buy	588 +27	+5%	+$456	0.01%	582
2019 Q1	$8K	Buy	561 +28	+5%	+$401	﹤0.01%	672
2018 Q4	$7K	Buy	533 +77	+17%	+$1.2K	﹤0.01%	702
2018 Q3	$8K	Buy	456 +73	+19%	+$1.16K	﹤0.01%	685
2018 Q2	$5K	Buy	383 +77	+25%	+$1.14K	﹤0.01%	774
2018 Q1	$5K	Buy	306 +140	+84%	+$2.85K	﹤0.01%	733
2017 Q4	$3K	Hold	166	–	–	﹤0.01%	905
2017 Q3	$3K	Hold	166	–	–	﹤0.01%	849
2017 Q2	$3K	Hold	166	–	–	﹤0.01%	880
2017 Q1	$3K	Sell	166 -173	-51%	-$3.4K	﹤0.01%	842
2016 Q4	$5K	Buy	+339	New	+$5.1K	﹤0.01%	773

Other funds holding HWM

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

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

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

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

EIM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's HWM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Howmet Aerospace (HWM) in Q2 2023, closing a stake of 409 shares — an estimated $17.3K sold.

TCI Wealth Advisors first reported a position in HWM in Q4 2016 and held it in 26 quarters. The position peaked at $17.3K in Q1 2023. 604 funds tracked by Wall St. Rank hold HWM as of Q2 2023.

TCI Wealth Advisors reported no remaining Howmet Aerospace position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 409 Howmet Aerospace shares in Q2 2023, an estimated $17.3K.
TCI Wealth Advisors first reported a position in Howmet Aerospace in Q4 2016 and held it in 26 quarters.
TCI Wealth Advisors's Howmet Aerospace position peaked at $17.3K in Q1 2023.
604 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.