Veritable’s Howmet Aerospace HWM Stock Holding History

Veritable’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	-8,278	Closed	-$410K	–	362
2023 Q2	$410K	Buy	8,278 +1,116	+16%	+$49.7K	0.01%	596
2023 Q1	$303K	Buy	+7,162	New	+$293K	0.01%	688
2022 Q2	–	Sell	-5,869	Closed	-$211K	–	934
2022 Q1	$211K	Buy	+5,869	New	+$200K	﹤0.01%	846
2020 Q1	–	Sell	-9,167	Closed	-$216K	–	776
2019 Q4	$216K	Buy	+9,167	New	+$205K	﹤0.01%	768
2018 Q4	–	Sell	-28,854	Closed	-$487K	–	801
2018 Q3	$487K	Sell	28,854 -461	-2%	-$7.34K	0.01%	507
2018 Q2	$382K	Sell	29,315 -1,412	-5%	-$21K	0.01%	566
2018 Q1	$543K	Sell	30,727 -433	-1%	-$8.81K	0.01%	473
2017 Q4	$651K	Buy	31,160 +695	+2%	+$13.5K	0.01%	436
2017 Q3	$581K	Sell	30,465 -146	-0.5%	-$2.79K	0.01%	472
2017 Q2	$532K	Sell	30,611 -266	-0.9%	-$5.42K	0.01%	496
2017 Q1	$624K	Buy	30,877 +375	+1%	+$7.37K	0.01%	433
2016 Q4	$434K	Buy	+30,502	New	+$459K	0.01%	505

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Veritable's HWM Position: Q3 2023 in Review

Veritable sold out of Howmet Aerospace (HWM) in Q3 2023, closing a stake of 8,278 shares — an estimated $410K sold.

Veritable first reported a position in HWM in Q4 2016 and held it in 12 quarters. The position peaked at $651K in Q4 2017. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

Veritable reported no remaining Howmet Aerospace position as of Q3 2023 after selling out during the quarter.
Veritable sold 8,278 Howmet Aerospace shares in Q3 2023, an estimated $410K.
Veritable first reported a position in Howmet Aerospace in Q4 2016 and held it in 12 quarters.
Veritable's Howmet Aerospace position peaked at $651K in Q4 2017.
610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.