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 $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Janus Henderson Group

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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