BWP
BW icon

Balboa Wealth Partners’s Babcock & Wilcox BW Stock Holding History

Balboa Wealth Partners’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
2025
Q1 		– Sell
-12,260
Closed -$20.1K – 331
2024
Q4 		$20.1K Sell
12,260
-4,700
-28% -$9.94K ﹤0.01% 327
2024
Q3 		$34.6K Sell
16,960
-6,750
-28% -$9.59K 0.01% 302
2024
Q2 		$29.6K Buy
23,710
+7,650
+48% +$9.19K 0.01% 291
2024
Q1 		$18.1K Sell
16,060
-300
-2% -$371 0.01% 287
2023
Q4 		$23.9K Buy
+16,360
New +$34.9K 0.01% 272

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Balboa Wealth Partners's BW Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Babcock & Wilcox (BW) in Q1 2025, closing a stake of 12,260 shares — an estimated $20.1K sold.

Balboa Wealth Partners first reported a position in BW in Q4 2023 and held it in 5 quarters. The position peaked at $34.6K in Q3 2024. 93 funds tracked by Wall St. Rank hold BW as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Babcock & Wilcox position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 12,260 Babcock & Wilcox shares in Q1 2025, an estimated $20.1K.
  • Balboa Wealth Partners first reported a position in Babcock & Wilcox in Q4 2023 and held it in 5 quarters.
  • Balboa Wealth Partners's Babcock & Wilcox position peaked at $34.6K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.