Baystate Wealth Management’s BWX Technologies BWXT Stock Holding History

Baystate 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
2021 Q4	–	Sell	-10	Closed	-$1K	–	883
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	733
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	703
2021 Q1	$1K	Sell	10 -63	-86%	-$3.77K	﹤0.01%	635
2020 Q4	$4K	Sell	73 -1	-1%	-$58	﹤0.01%	503
2020 Q3	$4K	Buy	74 +1	+1%	+$56	﹤0.01%	470
2020 Q2	$4K	Buy	73 +63	+630%	+$3.52K	﹤0.01%	479
2020 Q1	$0	Hold	10	–	–	﹤0.01%	610
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	560
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	515
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	541
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	552
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	557
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	573
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	592
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	552
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	555
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	540
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	557
2017 Q1	$1K	Buy	+10	New	+$437	﹤0.01%	521

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baystate Wealth Management's BWXT Position: Q4 2021 in Review

Baystate Wealth Management sold out of BWX Technologies (BWXT) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in BWXT in Q1 2017 and held it in 19 quarters. The position peaked at $4K in Q4 2020. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2021.

Baystate Wealth Management reported no remaining BWX Technologies position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 10 BWX Technologies shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in BWX Technologies in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's BWX Technologies position peaked at $4K in Q4 2020.
280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.