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Angeles Wealth Management’s BWX Technologies BWXT Stock Holding History

Angeles 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
Q3 		– Sell
-7,075
Closed -$506K – 228
2023
Q2 		$506K Buy
+7,075
New +$462K 0.07% 108

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William Blair Investment Management
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Boston Partners
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Angeles Wealth Management's BWXT Position: Q3 2023 in Review

Angeles Wealth Management sold out of BWX Technologies (BWXT) in Q3 2023, closing a stake of 7,075 shares — an estimated $506K sold.

Angeles Wealth Management first reported a position in BWXT in Q2 2023 and held it in 1 quarter. The position peaked at $506K in Q2 2023. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • Angeles Wealth Management reported no remaining BWX Technologies position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 7,075 BWX Technologies shares in Q3 2023, an estimated $506K.
  • Angeles Wealth Management first reported a position in BWX Technologies in Q2 2023 and held it in 1 quarter.
  • Angeles Wealth Management's BWX Technologies position peaked at $506K in Q2 2023.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.