Evoke Wealth’s BWX Technologies BWXT Stock Holding History

Evoke Wealth’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
2021 Q2	–	Sell	-37	Closed	-$2K	–	1168
2021 Q1	$2K	Buy	+37	New	+$2.22K	﹤0.01%	1006

Other funds holding BWXT

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Evoke Wealth's BWXT Position: Q2 2021 in Review

Evoke Wealth sold out of BWX Technologies (BWXT) in Q2 2021, closing a stake of 37 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BWXT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 286 funds tracked by Wall St. Rank hold BWXT as of Q2 2021.

Evoke Wealth reported no remaining BWX Technologies position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 37 BWX Technologies shares in Q2 2021, an estimated $2K.
Evoke Wealth first reported a position in BWX Technologies in Q1 2021 and held it in 1 quarter.
Evoke Wealth's BWX Technologies position peaked at $2K in Q1 2021.
286 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.