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BNC Wealth Management’s BWX Technologies BWXT Stock Holding History

BNC 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
2020
Q4 		– Sell
-105
Closed -$6K – 149
2020
Q3 		$6K Buy
+105
New +$5.89K ﹤0.01% 348

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BNC Wealth Management's BWXT Position: Q4 2020 in Review

BNC Wealth Management sold out of BWX Technologies (BWXT) in Q4 2020, closing a stake of 105 shares — an estimated $6K sold.

BNC Wealth Management first reported a position in BWXT in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2020.

  • BNC Wealth Management reported no remaining BWX Technologies position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 105 BWX Technologies shares in Q4 2020, an estimated $6K.
  • BNC Wealth Management first reported a position in BWX Technologies in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's BWX Technologies position peaked at $6K in Q3 2020.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.