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Annis Gardner Whiting Capital Advisors’s BWX Technologies BWXT Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q4 		– Sell
-65
Closed -$7.07K – 781
2024
Q3 		$7.07K Hold
65
– – ﹤0.01% 597
2024
Q2 		$6.17K Buy
+65
New +$6.03K ﹤0.01% 750

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BWXT Position: Q4 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of BWX Technologies (BWXT) in Q4 2024, closing a stake of 65 shares — an estimated $7.07K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BWXT in Q2 2024 and held it in 2 quarters. The position peaked at $7.07K in Q3 2024. 595 funds tracked by Wall St. Rank hold BWXT as of Q4 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining BWX Technologies position as of Q4 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 65 BWX Technologies shares in Q4 2024, an estimated $7.07K.
  • Annis Gardner Whiting Capital Advisors first reported a position in BWX Technologies in Q2 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's BWX Technologies position peaked at $7.07K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.