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Access Financial Services’s BWX Technologies BWXT Stock Holding History

Access Financial Services’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
2021
Q4 		– Sell
-15,736
Closed -$848K – 116
2021
Q3 		$848K Buy
15,736
+4,835
+44% +$272K 0.38% 73
2021
Q2 		$634K Buy
+10,901
New +$701K 0.29% 82

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Access Financial Services's BWXT Position: Q4 2021 in Review

Access Financial Services sold out of BWX Technologies (BWXT) in Q4 2021, closing a stake of 15,736 shares — an estimated $848K sold.

Access Financial Services first reported a position in BWXT in Q2 2021 and held it in 2 quarters. The position peaked at $848K in Q3 2021. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2021.

  • Access Financial Services reported no remaining BWX Technologies position as of Q4 2021 after selling out during the quarter.
  • Access Financial Services sold 15,736 BWX Technologies shares in Q4 2021, an estimated $848K.
  • Access Financial Services first reported a position in BWX Technologies in Q2 2021 and held it in 2 quarters.
  • Access Financial Services's BWX Technologies position peaked at $848K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2021.

Based on Access Financial Services's 13F filing for Q4 2021, filed 14 Jan 2022.