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Fiducient Advisors’s BWX Technologies BWXT Stock Holding History

Fiducient 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
2021
Q4 		– Sell
-8,800
Closed -$474K – 65
2021
Q3 		$474K Buy
+8,800
New +$496K 0.14% 53

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiducient Advisors's BWXT Position: Q4 2021 in Review

Fiducient Advisors sold out of BWX Technologies (BWXT) in Q4 2021, closing a stake of 8,800 shares — an estimated $474K sold.

Fiducient Advisors first reported a position in BWXT in Q3 2021 and held it in 1 quarter. The position peaked at $474K in Q3 2021. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2021.

  • Fiducient Advisors reported no remaining BWX Technologies position as of Q4 2021 after selling out during the quarter.
  • Fiducient Advisors sold 8,800 BWX Technologies shares in Q4 2021, an estimated $474K.
  • Fiducient Advisors first reported a position in BWX Technologies in Q3 2021 and held it in 1 quarter.
  • Fiducient Advisors's BWX Technologies position peaked at $474K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2021.

Based on Fiducient Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.