WR Wealth Planners’s Howmet Aerospace HWM Stock Holding History

WR Wealth Planners’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
2024 Q4	$7.44K	Sell	68 -106	-61%	-$11.6K	﹤0.01%	632
2024 Q3	$17.4K	Hold	174	–	–	﹤0.01%	517
2024 Q2	$13.5K	Buy	174 +10	+6%	+$757	﹤0.01%	526
2024 Q1	$11.2K	Buy	+164	New	+$10.1K	﹤0.01%	575
2023 Q4	–	Sell	-110	Closed	-$5.09K	–	489
2023 Q3	$5.09K	Hold	110	–	–	﹤0.01%	676
2023 Q2	$5.45K	Hold	110	–	–	﹤0.01%	670
2023 Q1	$4.66K	Hold	110	–	–	﹤0.01%	688
2022 Q4	$4.33K	Hold	110	–	–	﹤0.01%	343
2022 Q3	$3.4K	Hold	110	–	–	﹤0.01%	350
2022 Q2	$3.46K	Hold	110	–	–	﹤0.01%	381
2022 Q1	$3.95K	Buy	+110	New	+$3.75K	﹤0.01%	375

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's HWM Position: Q4 2024 in Review

WR Wealth Planners reduced its Howmet Aerospace (HWM) stake by 61% in Q4 2024, selling an estimated $11.6K and leaving 68 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

WR Wealth Planners first reported a position in HWM in Q1 2022 and has held it in 11 quarters since. The position peaked at $17.4K in Q3 2024. 994 funds tracked by Wall St. Rank hold HWM as of Q4 2024.

WR Wealth Planners held 68 shares of Howmet Aerospace worth $7.44K as of Q4 2024.
WR Wealth Planners sold 106 Howmet Aerospace shares in Q4 2024, an estimated $11.6K.
Howmet Aerospace made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #632 holding.
WR Wealth Planners first reported a position in Howmet Aerospace in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Howmet Aerospace position peaked at $17.4K in Q3 2024.
994 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.