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BBJS Financial Advisors’s BWX Technologies BWXT Stock Holding History

BBJS Financial 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
2024
Q3 		$2.83M Buy
26,052
+25,842
+12,306% +$2.57M 1.01% 24
2024
Q2 		$19.9K Buy
+210
New +$19.5K 0.01% 104

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BBJS Financial Advisors's BWXT Position: Q3 2024 in Review

BBJS Financial Advisors increased its BWX Technologies (BWXT) stake by 12,306% in Q3 2024, buying an estimated $2.57M and bringing the position to 26,052 shares worth $2.83M. The position accounts for 1.01% of the portfolio, ranked #24.

BBJS Financial Advisors first reported a position in BWXT in Q2 2024 and has held it in 2 quarters since. 548 funds tracked by Wall St. Rank hold BWXT as of Q3 2024.

  • BBJS Financial Advisors held 26,052 shares of BWX Technologies worth $2.83M as of Q3 2024.
  • BBJS Financial Advisors bought 25,842 BWX Technologies shares in Q3 2024, an estimated $2.57M.
  • BWX Technologies made up 1.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #24 holding.
  • BBJS Financial Advisors first reported a position in BWX Technologies in Q2 2024 and has held it in 2 quarters since.
  • 548 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.