Advisors Preferred’s BWX Technologies BWXT Stock Holding History

Advisors Preferred’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
2024 Q2	–	Sell	-3,841	Closed	-$391K	–	166
2024 Q1	$391K	Sell	3,841 -1,712	-31%	-$153K	0.07%	89
2023 Q4	$424K	Sell	5,553 -2,571	-32%	-$198K	0.07%	123
2023 Q3	$591K	Buy	+8,124	New	+$587K	0.19%	83
2020 Q1	–	Sell	-2,256	Closed	-$140K	–	144
2019 Q4	$140K	Buy	+2,256	New	+$134K	0.04%	125
2019 Q3	–	Sell	-582	Closed	-$30K	–	220
2019 Q2	$30K	Buy	+582	New	+$29.1K	0.01%	164

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Advisors Preferred's BWXT Position: Q2 2024 in Review

Advisors Preferred sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 3,841 shares — an estimated $391K sold.

Advisors Preferred first reported a position in BWXT in Q2 2019 and held it in 5 quarters. The position peaked at $591K in Q3 2023. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

Advisors Preferred reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
Advisors Preferred sold 3,841 BWX Technologies shares in Q2 2024, an estimated $391K.
Advisors Preferred first reported a position in BWX Technologies in Q2 2019 and held it in 5 quarters.
Advisors Preferred's BWX Technologies position peaked at $591K in Q3 2023.
496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.