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Financial Gravity Asset Management’s Babcock & Wilcox BW Stock Holding History

Financial Gravity Asset Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$207 – 1201
2022
Q4 		$207 Buy
+6
New +$33 ﹤0.01% 935

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Financial Gravity Asset Management's BW Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Babcock & Wilcox (BW) in Q1 2023, closing a stake of 6 shares — an estimated $207 sold.

Financial Gravity Asset Management first reported a position in BW in Q4 2022 and held it in 1 quarter. The position peaked at $207 in Q4 2022. 112 funds tracked by Wall St. Rank hold BW as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Babcock & Wilcox position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Babcock & Wilcox shares in Q1 2023, an estimated $207.
  • Financial Gravity Asset Management first reported a position in Babcock & Wilcox in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Babcock & Wilcox position peaked at $207 in Q4 2022.
  • 112 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.