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Coppell Advisory Solutions Corp’s BWX Technologies BWXT Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$228K Buy
+2,222
New +$199K 0.04% 233
2023
Q1 		– Sell
-1,518
Closed -$88.2K – 320
2022
Q4 		$88.2K Buy
+1,518
New +$87.2K 0.03% 231

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions Corp's BWXT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in BWX Technologies (BWXT) in Q1 2024: 2,222 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #233 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in BWXT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in BWXT in Q4 2022 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,222 shares of BWX Technologies worth $228K as of Q1 2024.
  • BWX Technologies was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • BWX Technologies made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #233 holding.
  • Coppell Advisory Solutions Corp first reported a position in BWX Technologies in Q4 2022 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.