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Advisor Group’s BWX Technologies BWXT Stock Holding History

Advisor Group’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
2019
Q4 		$387K Buy
6,212
+688
+12% +$40.9K ﹤0.01% 1863
2019
Q3 		$317K Buy
5,524
+217
+4% +$12.1K ﹤0.01% 1966
2019
Q2 		$276K Buy
5,307
+690
+15% +$34.5K ﹤0.01% 2061
2019
Q1 		$230K Buy
4,617
+487
+12% +$23K ﹤0.01% 2167
2018
Q4 		$159K Buy
4,130
+960
+30% +$47.7K ﹤0.01% 2269
2018
Q3 		$199K Buy
3,170
+637
+25% +$40.3K ﹤0.01% 2166
2018
Q2 		$158K Sell
2,533
-346
-12% -$23K ﹤0.01% 2160
2018
Q1 		$183K Sell
2,879
-4,079
-59% -$259K ﹤0.01% 2044
2017
Q4 		$421K Buy
6,958
+2,400
+53% +$145K 0.01% 1439
2017
Q3 		$256K Sell
4,558
-1,536
-25% -$81.5K ﹤0.01% 1651
2017
Q2 		$297K Buy
6,094
+2,607
+75% +$126K 0.01% 1484
2017
Q1 		$166K Sell
3,487
-1,983
-36% -$86.6K ﹤0.01% 1804
2016
Q4 		$219K Buy
5,470
+135
+3% +$5.25K ﹤0.01% 1482
2016
Q3 		$205K Buy
5,335
+3,188
+148% +$120K ﹤0.01% 1505
2016
Q2 		$75K Buy
+2,147
New +$73.5K ﹤0.01% 2120

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's BWXT Position: Q4 2019 in Review

Advisor Group increased its BWX Technologies (BWXT) stake by 12% in Q4 2019, buying an estimated $40.9K and bringing the position to 6,212 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Advisor Group first reported a position in BWXT in Q2 2016 and has held it in 15 quarters since. The position peaked at $421K in Q4 2017. 290 funds tracked by Wall St. Rank hold BWXT as of Q4 2019.

  • Advisor Group held 6,212 shares of BWX Technologies worth $387K as of Q4 2019.
  • Advisor Group bought 688 BWX Technologies shares in Q4 2019, an estimated $40.9K.
  • BWX Technologies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1863 holding.
  • Advisor Group first reported a position in BWX Technologies in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's BWX Technologies position peaked at $421K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.