Berman Capital Advisors’s BWX Technologies BWXT Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	74 -20	-21%	-$1.13K	﹤0.01%	1563
2021 Q2	$5K	Hold	94	–	–	﹤0.01%	1333
2021 Q1	$6K	Sell	94 -4	-4%	-$240	﹤0.01%	1196
2020 Q4	$5K	Buy	98 +4	+4%	+$230	﹤0.01%	1128
2020 Q3	$5K	Sell	94 -46	-33%	-$2.58K	﹤0.01%	1024
2020 Q2	$7K	Buy	140 +35	+33%	+$1.96K	﹤0.01%	867
2020 Q1	$5K	Sell	105 -301	-74%	-$17.9K	﹤0.01%	869
2019 Q4	$24K	Buy	406 +1	+0.2%	+$59	0.01%	477
2019 Q3	$23K	Hold	405	–	–	0.01%	470
2019 Q2	$20K	Sell	405 -3,814	-90%	-$190K	0.01%	512
2019 Q1	$207K	Buy	4,219 +1,597	+61%	+$75.5K	0.07%	123
2018 Q4	$98K	Buy	+2,622	New	+$130K	0.04%	176

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $113B AUM 38.87% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's BWXT Position: Q3 2021 in Review

Berman Capital Advisors reduced its BWX Technologies (BWXT) stake by 21% in Q3 2021, selling an estimated $1.13K and leaving 74 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Berman Capital Advisors first reported a position in BWXT in Q4 2018 and has held it in 12 quarters since. The position peaked at $207K in Q1 2019. 269 funds tracked by Wall St. Rank hold BWXT as of Q3 2021.

Berman Capital Advisors held 74 shares of BWX Technologies worth $3K as of Q3 2021.
Berman Capital Advisors sold 20 BWX Technologies shares in Q3 2021, an estimated $1.13K.
BWX Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1563 holding.
Berman Capital Advisors first reported a position in BWX Technologies in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's BWX Technologies position peaked at $207K in Q1 2019.
269 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.