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Fortis Capital Advisors’s BWX Technologies BWXT Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-1,437
Closed -$90.6K – 174
2023
Q1 		$90.6K Buy
+1,437
New +$86.6K 0.05% 208

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Advisors's BWXT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of BWX Technologies (BWXT) in Q2 2023, closing a stake of 1,437 shares — an estimated $90.6K sold.

Fortis Capital Advisors first reported a position in BWXT in Q1 2023 and held it in 1 quarter. The position peaked at $90.6K in Q1 2023. 375 funds tracked by Wall St. Rank hold BWXT as of Q2 2023.

  • Fortis Capital Advisors reported no remaining BWX Technologies position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,437 BWX Technologies shares in Q2 2023, an estimated $90.6K.
  • Fortis Capital Advisors first reported a position in BWX Technologies in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's BWX Technologies position peaked at $90.6K in Q1 2023.
  • 375 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.