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Columbia Advisory Partners’s Babcock & Wilcox BW Stock Holding History

Columbia Advisory 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
2022
Q2 		– Sell
-13,295
Closed -$108K – 48
2022
Q1 		$108K Buy
+13,295
New +$104K 0.11% 49

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Columbia Advisory Partners's BW Position: Q2 2022 in Review

Columbia Advisory Partners sold out of Babcock & Wilcox (BW) in Q2 2022, closing a stake of 13,295 shares — an estimated $108K sold.

Columbia Advisory Partners first reported a position in BW in Q1 2022 and held it in 1 quarter. The position peaked at $108K in Q1 2022. 115 funds tracked by Wall St. Rank hold BW as of Q2 2022.

  • Columbia Advisory Partners reported no remaining Babcock & Wilcox position as of Q2 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 13,295 Babcock & Wilcox shares in Q2 2022, an estimated $108K.
  • Columbia Advisory Partners first reported a position in Babcock & Wilcox in Q1 2022 and held it in 1 quarter.
  • Columbia Advisory Partners's Babcock & Wilcox position peaked at $108K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2022.

Based on Columbia Advisory Partners's 13F filing for Q2 2022, filed 3 Aug 2022.