Avantax Advisory Services’s BWX Technologies BWXT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$985K	Sell	6,838 -298	-4%	-$34.8K	0.01%	1187
2025 Q1	$704K	Buy	7,136 +141	+2%	+$15.3K	﹤0.01%	1302
2024 Q4	$779K	Sell	6,995 -62	-0.9%	-$7.58K	﹤0.01%	1171
2024 Q3	$767K	Sell	7,057 -409	-5%	-$40.6K	0.01%	1158
2024 Q2	$709K	Buy	7,466 +4,730	+173%	+$439K	0.01%	1161
2024 Q1	$281K	Buy	+2,736	New	+$245K	﹤0.01%	1335
2022 Q1	–	Sell	-4,639	Closed	-$222K	–	1287
2021 Q4	$222K	Sell	4,639 -2,430	-34%	-$127K	﹤0.01%	1121
2021 Q3	$382K	Buy	7,069 +1,375	+24%	+$77.5K	0.01%	819
2021 Q2	$332K	Buy	5,694 +1,106	+24%	+$71.1K	0.01%	860
2021 Q1	$303K	Buy	4,588 +677	+17%	+$40.6K	0.01%	805
2020 Q4	$234K	Buy	+3,911	New	+$225K	0.01%	827

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's BWXT Position: Q2 2025 in Review

Avantax Advisory Services reduced its BWX Technologies (BWXT) stake by 4.2% in Q2 2025, selling an estimated $34.8K and leaving 6,838 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #1187.

Avantax Advisory Services first reported a position in BWXT in Q4 2020 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

Avantax Advisory Services held 6,838 shares of BWX Technologies worth $985K as of Q2 2025.
Avantax Advisory Services sold 298 BWX Technologies shares in Q2 2025, an estimated $34.8K.
BWX Technologies made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1187 holding.
Avantax Advisory Services first reported a position in BWX Technologies in Q4 2020 and has held it in 11 quarters since.
651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.