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Edge Wealth Management’s BWX Technologies BWXT Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-100
Closed -$6K – 465
2020
Q2 		$6K Hold
100
– – ﹤0.01% 521
2020
Q1 		$5K Hold
100
– – ﹤0.01% 473
2019
Q4 		$6K Hold
100
– – ﹤0.01% 466
2019
Q3 		$5K Hold
100
– – ﹤0.01% 476
2019
Q2 		$5K Hold
100
– – ﹤0.01% 478
2019
Q1 		$5K Hold
100
– – ﹤0.01% 463
2018
Q4 		$4K Hold
100
– – ﹤0.01% 482
2018
Q3 		$6K Buy
+100
New +$6.33K ﹤0.01% 483

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Wealth Management's BWXT Position: Q3 2020 in Review

Edge Wealth Management sold out of BWX Technologies (BWXT) in Q3 2020, closing a stake of 100 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in BWXT in Q3 2018 and held it in 8 quarters. The position peaked at $6K in Q2 2020. 279 funds tracked by Wall St. Rank hold BWXT as of Q3 2020.

  • Edge Wealth Management reported no remaining BWX Technologies position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 100 BWX Technologies shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in BWX Technologies in Q3 2018 and held it in 8 quarters.
  • Edge Wealth Management's BWX Technologies position peaked at $6K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.