B. Riley Wealth Advisors’s BWX Technologies BWXT Stock Holding History

B. Riley 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
2019 Q4	–	Sell	-5,725	Closed	-$329K	–	848
2019 Q3	$329K	Sell	5,725 -827	-13%	-$46.2K	0.03%	553
2019 Q2	$343K	Buy	6,552 +2,231	+52%	+$111K	0.04%	512
2019 Q1	$216K	Buy	+4,321	New	+$204K	0.03%	624
2015 Q1	–	Sell	-429	Closed	-$9K	–	755
2014 Q4	$9K	Buy	+429	New	+$8.99K	﹤0.01%	2914
2014 Q3	–	Sell	-639	Closed	-$14.8K	–	810
2014 Q2	$14.8K	Buy	+639	New	+$15.2K	﹤0.01%	1611

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's BWXT Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of BWX Technologies (BWXT) in Q4 2019, closing a stake of 5,725 shares — an estimated $329K sold.

B. Riley Wealth Advisors first reported a position in BWXT in Q2 2014 and held it in 5 quarters. The position peaked at $343K in Q2 2019. 290 funds tracked by Wall St. Rank hold BWXT as of Q4 2019.

B. Riley Wealth Advisors reported no remaining BWX Technologies position as of Q4 2019 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,725 BWX Technologies shares in Q4 2019, an estimated $329K.
B. Riley Wealth Advisors first reported a position in BWX Technologies in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's BWX Technologies position peaked at $343K in Q2 2019.
290 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.