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FourThought Financial’s BWX Technologies BWXT Stock Holding History

FourThought Financial’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
2022
Q3 		$93K Hold
1,838
– – 0.01% 450
2022
Q2 		$101K Buy
1,838
+110
+6% +$5.72K 0.01% 430
2022
Q1 		$93K Buy
1,728
+129
+8% +$6.34K 0.01% 491
2021
Q4 		$77K Hold
1,599
– – 0.01% 537
2021
Q3 		$86K Buy
1,599
+27
+2% +$1.52K 0.01% 526
2021
Q2 		$91K Sell
1,572
-73
-4% -$4.7K 0.01% 530
2021
Q1 		$108K Sell
1,645
-49
-3% -$2.94K 0.02% 472
2020
Q4 		$102K Buy
+1,694
New +$97.6K 0.02% 476

Other funds holding BWXT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FourThought Financial's BWXT Position: Q3 2022 in Review

FourThought Financial held its BWX Technologies (BWXT) position steady in Q3 2022 at 1,838 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #450.

FourThought Financial first reported a position in BWXT in Q4 2020 and has held it in 8 quarters since. The position peaked at $108K in Q1 2021. 311 funds tracked by Wall St. Rank hold BWXT as of Q3 2022.

  • FourThought Financial held 1,838 shares of BWX Technologies worth $93K as of Q3 2022.
  • FourThought Financial left its BWX Technologies share count unchanged in Q3 2022.
  • BWX Technologies made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #450 holding.
  • FourThought Financial first reported a position in BWX Technologies in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's BWX Technologies position peaked at $108K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.