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CSat Investment Advisory’s BWX Technologies BWXT Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-347
Closed -$20K – 588
2020
Q3 		$20K Buy
347
+41
+13% +$2.3K ﹤0.01% 856
2020
Q2 		$17K Buy
306
+20
+7% +$1.12K ﹤0.01% 878
2020
Q1 		$14K Buy
286
+43
+18% +$2.56K ﹤0.01% 807
2019
Q4 		$15K Buy
243
+30
+14% +$1.78K ﹤0.01% 862
2019
Q3 		$12K Buy
213
+40
+23% +$2.23K ﹤0.01% 851
2019
Q2 		$9K Buy
+173
New +$8.64K ﹤0.01% 902

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's BWXT Position: Q4 2020 in Review

CSat Investment Advisory sold out of BWX Technologies (BWXT) in Q4 2020, closing a stake of 347 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in BWXT in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2020.

  • CSat Investment Advisory reported no remaining BWX Technologies position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 347 BWX Technologies shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in BWX Technologies in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's BWX Technologies position peaked at $20K in Q3 2020.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.