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Crewe Advisors’s BWX Technologies BWXT Stock Holding History

Crewe Advisors’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
2026
Q1 		$10K Buy
+49
New +$9.95K ﹤0.01% 648
2024
Q2 		– Sell
-41
Closed -$4.21K – 952
2024
Q1 		$4.21K Buy
+41
New +$3.67K ﹤0.01% 761
2023
Q2 		– Sell
-328
Closed -$20.7K – 893
2023
Q1 		$20.7K Sell
328
-31
-9% -$1.87K ﹤0.01% 424
2022
Q4 		$20.9K Sell
359
-27
-7% -$1.55K ﹤0.01% 410
2022
Q3 		$19K Buy
386
+27
+8% +$1.46K ﹤0.01% 468
2022
Q2 		$20K Buy
+359
New +$18.7K ﹤0.01% 415
2020
Q1 		– Sell
-51
Closed -$3K – 188
2019
Q4 		$3K Buy
+51
New +$3.03K ﹤0.01% 212

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return