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Clio Asset Management’s BWX Technologies BWXT Stock Holding History

Clio Asset 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
-1,000
Closed -$111K – 15
2024
Q4 		$111K Buy
+1,000
New +$122K 0.08% 16

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clio Asset Management's BWXT Position: Q1 2025 in Review

Clio Asset Management sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 1,000 shares — an estimated $111K sold.

Clio Asset Management first reported a position in BWXT in Q4 2024 and held it in 1 quarter. The position peaked at $111K in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Clio Asset Management reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Clio Asset Management sold 1,000 BWX Technologies shares in Q1 2025, an estimated $111K.
  • Clio Asset Management first reported a position in BWX Technologies in Q4 2024 and held it in 1 quarter.
  • Clio Asset Management's BWX Technologies position peaked at $111K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Clio Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.