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Financial Gravity Companies’s BWX Technologies BWXT Stock Holding History

Financial Gravity Companies’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
Q4 		$2.45K Hold
22
– – ﹤0.01% 744
2024
Q3 		$2.39K Buy
+22
New +$2.19K ﹤0.01% 482

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's BWXT Position: Q4 2024 in Review

Financial Gravity Companies held its BWX Technologies (BWXT) position steady in Q4 2024 at 22 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Financial Gravity Companies first reported a position in BWXT in Q3 2024 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold BWXT as of Q4 2024.

  • Financial Gravity Companies held 22 shares of BWX Technologies worth $2.45K as of Q4 2024.
  • Financial Gravity Companies left its BWX Technologies share count unchanged in Q4 2024.
  • BWX Technologies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #744 holding.
  • Financial Gravity Companies first reported a position in BWX Technologies in Q3 2024 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.