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Fiduciary Alliance’s BWX Technologies BWXT Stock Holding History

Fiduciary Alliance’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
-184
Closed -$13.2K – 269
2023
Q2 		$13.2K Buy
+184
New +$12K ﹤0.01% 508

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

Fiduciary Alliance's BWXT Position: Q3 2023 in Review

Fiduciary Alliance sold out of BWX Technologies (BWXT) in Q3 2023, closing a stake of 184 shares — an estimated $13.2K sold.

Fiduciary Alliance first reported a position in BWXT in Q2 2023 and held it in 1 quarter. The position peaked at $13.2K in Q2 2023. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • Fiduciary Alliance reported no remaining BWX Technologies position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 184 BWX Technologies shares in Q3 2023, an estimated $13.2K.
  • Fiduciary Alliance first reported a position in BWX Technologies in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's BWX Technologies position peaked at $13.2K in Q2 2023.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.