Archer Investment Corporation’s Babcock & Wilcox BW Stock Holding History

Archer Investment Corporation’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-300	Closed	-$1.26K	–	1064
2023 Q3	$1.26K	Hold	300	–	–	﹤0.01%	910
2023 Q2	$1.77K	Sell	300 -300	-50%	-$1.76K	﹤0.01%	874
2023 Q1	$3.64K	Hold	600	–	–	﹤0.01%	686
2022 Q4	$3.46K	Hold	600	–	–	﹤0.01%	662
2022 Q3	$3.83K	Hold	600	–	–	﹤0.01%	629
2022 Q2	$3.62K	Hold	600	–	–	﹤0.01%	642
2022 Q1	$4.9K	Hold	600	–	–	﹤0.01%	618
2021 Q4	$5.41K	Hold	600	–	–	﹤0.01%	603
2021 Q3	$3.85K	Hold	600	–	–	﹤0.01%	607
2021 Q2	$4.73K	Hold	600	–	–	﹤0.01%	499
2021 Q1	$5.68K	Buy	600 +100	+20%	+$642	﹤0.01%	601
2020 Q4	$1.75K	Hold	500	–	–	﹤0.01%	640
2020 Q3	$1.16K	Hold	500	–	–	﹤0.01%	596
2020 Q2	$1.14K	Hold	500	–	–	﹤0.01%	596
2020 Q1	$1K	Buy	+500	New	+$1.8K	﹤0.01%	554

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Archer Investment Corporation's BW Position: Q4 2023 in Review

Archer Investment Corporation sold out of Babcock & Wilcox (BW) in Q4 2023, closing a stake of 300 shares — an estimated $1.26K sold.

Archer Investment Corporation first reported a position in BW in Q1 2020 and held it in 15 quarters. The position peaked at $5.68K in Q1 2021. 103 funds tracked by Wall St. Rank hold BW as of Q4 2023.

Archer Investment Corporation reported no remaining Babcock & Wilcox position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 300 Babcock & Wilcox shares in Q4 2023, an estimated $1.26K.
Archer Investment Corporation first reported a position in Babcock & Wilcox in Q1 2020 and held it in 15 quarters.
Archer Investment Corporation's Babcock & Wilcox position peaked at $5.68K in Q1 2021.
103 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.