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Accel Wealth Management’s BWX Technologies BWXT Stock Holding History

Accel Wealth Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-311
Closed -$19.6K – 256
2023
Q1 		$19.6K Buy
311
+1
+0.3% +$60 0.01% 723
2022
Q4 		$18K Buy
310
+1
+0.3% +$57 0.01% 581
2022
Q3 		$17K Buy
309
+1
+0.3% +$54 0.01% 603
2022
Q2 		$17K Buy
308
+2
+0.7% +$104 0.01% 590
2022
Q1 		$17K Buy
306
+1
+0.3% +$49 0.01% 589
2021
Q4 		$15K Hold
305
– – 0.01% 620
2021
Q3 		$16K Hold
305
– – 0.01% 545
2021
Q2 		$18K Hold
305
– – 0.01% 571
2021
Q1 		$20K Hold
305
– – 0.02% 503
2020
Q4 		$18K Buy
+305
New +$17.6K 0.02% 512

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's BWXT Position: Q2 2023 in Review

Accel Wealth Management sold out of BWX Technologies (BWXT) in Q2 2023, closing a stake of 311 shares — an estimated $19.6K sold.

Accel Wealth Management first reported a position in BWXT in Q4 2020 and held it in 10 quarters. The position peaked at $20K in Q1 2021. 375 funds tracked by Wall St. Rank hold BWXT as of Q2 2023.

  • Accel Wealth Management reported no remaining BWX Technologies position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 311 BWX Technologies shares in Q2 2023, an estimated $19.6K.
  • Accel Wealth Management first reported a position in BWX Technologies in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's BWX Technologies position peaked at $20K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.