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Disciplined Investments’s BWX Technologies BWXT Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-13
Closed -$930 – 308
2023
Q2 		$930 Sell
13
-2
-13% -$131 ﹤0.01% 1000
2023
Q1 		$946 Sell
15
-1
-6% -$60 ﹤0.01% 989
2022
Q4 		$929 Buy
16
+3
+23% +$172 ﹤0.01% 938
2022
Q3 		$1K Sell
13
-4
-24% -$216 ﹤0.01% 809
2022
Q2 		$1K Buy
17
+6
+55% +$312 ﹤0.01% 828
2022
Q1 		$1K Buy
+11
New +$541 ﹤0.01% 890

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's BWXT Position: Q3 2023 in Review

Disciplined Investments sold out of BWX Technologies (BWXT) in Q3 2023, closing a stake of 13 shares — an estimated $930 sold.

Disciplined Investments first reported a position in BWXT in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • Disciplined Investments reported no remaining BWX Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 BWX Technologies shares in Q3 2023, an estimated $930.
  • Disciplined Investments first reported a position in BWX Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's BWX Technologies position peaked at $1K in Q3 2022.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.