Cerity Partners
BW icon

Cerity Partners’s Babcock & Wilcox BW Stock Holding History

Cerity Partners’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,991
Closed -$17.4K – 2548
2024
Q2 		$17.4K Buy
+11,991
New +$14.4K ﹤0.01% 2203

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CM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Cerity Partners's BW Position: Q3 2024 in Review

Cerity Partners sold out of Babcock & Wilcox (BW) in Q3 2024, closing a stake of 11,991 shares — an estimated $17.4K sold.

Cerity Partners first reported a position in BW in Q2 2024 and held it in 1 quarter. The position peaked at $17.4K in Q2 2024. 95 funds tracked by Wall St. Rank hold BW as of Q3 2024.

  • Cerity Partners reported no remaining Babcock & Wilcox position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 11,991 Babcock & Wilcox shares in Q3 2024, an estimated $17.4K.
  • Cerity Partners first reported a position in Babcock & Wilcox in Q2 2024 and held it in 1 quarter.
  • Cerity Partners's Babcock & Wilcox position peaked at $17.4K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.