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FDx Advisors’s BWX Technologies BWXT Stock Holding History

FDx 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
2024
Q1 		– Sell
-4,142
Closed -$318K – 392
2023
Q4 		$318K Sell
4,142
-534
-11% -$41.1K 0.02% 509
2023
Q3 		$351K Sell
4,676
-1,487
-24% -$107K 0.03% 428
2023
Q2 		$441K Buy
6,163
+1,066
+21% +$69.7K 0.02% 480
2023
Q1 		$296K Hold
5,097
– – 0.01% 573
2022
Q4 		$296K Buy
5,097
+284
+6% +$16.3K 0.01% 573
2022
Q3 		$242K Sell
4,813
-837
-15% -$45.2K 0.01% 623
2022
Q2 		$311K Buy
5,650
+138
+3% +$7.18K 0.01% 618
2022
Q1 		$297K Sell
5,512
-1,146
-17% -$56.4K 0.01% 666
2021
Q4 		$319K Buy
6,658
+756
+13% +$39.6K 0.01% 675
2021
Q3 		$318K Buy
5,902
+898
+18% +$50.6K 0.01% 644
2021
Q2 		$291K Buy
+5,004
New +$322K 0.01% 672
2019
Q3 		– Sell
-8,166
Closed -$425K – 650
2019
Q2 		$425K Buy
8,166
+951
+13% +$47.5K 0.02% 521
2019
Q1 		$358K Buy
+7,215
New +$341K 0.01% 549
2018
Q4 		– Sell
-3,913
Closed -$245K – 578
2018
Q3 		$245K Buy
+3,913
New +$248K 0.01% 772
2018
Q2 		– Sell
-16,861
Closed -$1.07M – 880
2018
Q1 		$1.07M Buy
16,861
+3,743
+29% +$237K 0.03% 493
2017
Q4 		$794K Buy
13,118
+4,262
+48% +$257K 0.02% 631
2017
Q3 		$496K Buy
+8,856
New +$470K 0.01% 810

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

FDx Advisors's BWXT Position: Q1 2024 in Review

FDx Advisors sold out of BWX Technologies (BWXT) in Q1 2024, closing a stake of 4,142 shares — an estimated $318K sold.

FDx Advisors first reported a position in BWXT in Q3 2017 and held it in 17 quarters. The position peaked at $1.07M in Q1 2018. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • FDx Advisors reported no remaining BWX Technologies position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 4,142 BWX Technologies shares in Q1 2024, an estimated $318K.
  • FDx Advisors first reported a position in BWX Technologies in Q3 2017 and held it in 17 quarters.
  • FDx Advisors's BWX Technologies position peaked at $1.07M in Q1 2018.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.