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Capital Asset Advisory Services’s BWX Technologies BWXT Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-162
Closed -$10K – 768
2020
Q4 		$10K Buy
+162
New +$9.33K ﹤0.01% 1088

Other funds holding BWXT

Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Asset Advisory Services's BWXT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of BWX Technologies (BWXT) in Q1 2021, closing a stake of 162 shares — an estimated $10K sold.

Capital Asset Advisory Services first reported a position in BWXT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 277 funds tracked by Wall St. Rank hold BWXT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining BWX Technologies position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 162 BWX Technologies shares in Q1 2021, an estimated $10K.
  • Capital Asset Advisory Services first reported a position in BWX Technologies in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's BWX Technologies position peaked at $10K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.