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Arkadios Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Arkadios Wealth 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
2020
Q1 		– Sell
-16
Closed -$1.1K – 1221
2019
Q4 		$1.1K Buy
+16
New +$951 ﹤0.01% 877

Other funds holding BWXT

T. Rowe Price Associates
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Arkadios Wealth Advisors's BWXT Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of BWX Technologies (BWXT) in Q1 2020, closing a stake of 16 shares — an estimated $1.1K sold.

Arkadios Wealth Advisors first reported a position in BWXT in Q4 2019 and held it in 1 quarter. The position peaked at $1.1K in Q4 2019. 275 funds tracked by Wall St. Rank hold BWXT as of Q1 2020.

  • Arkadios Wealth Advisors reported no remaining BWX Technologies position as of Q1 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 16 BWX Technologies shares in Q1 2020, an estimated $1.1K.
  • Arkadios Wealth Advisors first reported a position in BWX Technologies in Q4 2019 and held it in 1 quarter.
  • Arkadios Wealth Advisors's BWX Technologies position peaked at $1.1K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.