BFPW
BWXT icon

BOK Financial Private Wealth’s BWX Technologies BWXT Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-32
Closed -$2.46K – 467
2023
Q4 		$2.46K Buy
+32
New +$2.46K ﹤0.01% 440

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's BWXT Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of BWX Technologies (BWXT) in Q1 2024, closing a stake of 32 shares — an estimated $2.46K sold.

BOK Financial Private Wealth first reported a position in BWXT in Q4 2023 and held it in 1 quarter. The position peaked at $2.46K in Q4 2023. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining BWX Technologies position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 32 BWX Technologies shares in Q1 2024, an estimated $2.46K.
  • BOK Financial Private Wealth first reported a position in BWX Technologies in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's BWX Technologies position peaked at $2.46K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.