AWM
BWXT icon

Avior Wealth Management’s BWX Technologies BWXT Stock Holding History

Avior 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
2025
Q1 		– Sell
-2
Closed -$222 – 966
2024
Q4 		$222 Buy
+2
New +$244 ﹤0.01% 2355
2024
Q3 		– Sell
-1
Closed -$95 – 2321
2024
Q2 		$95 Sell
1
-631
-100% -$58.5K ﹤0.01% 2219
2024
Q1 		$64.9K Buy
+632
New +$56.5K ﹤0.01% 1137

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's BWXT Position: Q1 2025 in Review

Avior Wealth Management sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 2 shares — an estimated $222 sold.

Avior Wealth Management first reported a position in BWXT in Q1 2024 and held it in 3 quarters. The position peaked at $64.9K in Q1 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Avior Wealth Management reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 BWX Technologies shares in Q1 2025, an estimated $222.
  • Avior Wealth Management first reported a position in BWX Technologies in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's BWX Technologies position peaked at $64.9K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.