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Centricity Wealth Management’s BWX Technologies BWXT Stock Holding History

Centricity 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
2025
Q1 		– Sell
-61
Closed -$6.79K – 452
2024
Q4 		$6.79K Buy
+61
New +$7.45K 0.01% 362

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centricity Wealth Management's BWXT Position: Q1 2025 in Review

Centricity Wealth Management sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 61 shares — an estimated $6.79K sold.

Centricity Wealth Management first reported a position in BWXT in Q4 2024 and held it in 1 quarter. The position peaked at $6.79K in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Centricity Wealth Management reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 61 BWX Technologies shares in Q1 2025, an estimated $6.79K.
  • Centricity Wealth Management first reported a position in BWX Technologies in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's BWX Technologies position peaked at $6.79K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.