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Harvest Group Wealth Management’s BWX Technologies BWXT Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-12
Closed -$1K – 126
2020
Q4 		$1K Hold
12
– – ﹤0.01% 434
2020
Q3 		$1K Hold
12
– – ﹤0.01% 422
2020
Q2 		$0 Hold
12
– – ﹤0.01% 517
2020
Q1 		$0 Sell
12
-62
-84% -$3.69K ﹤0.01% 551
2019
Q4 		$4K Hold
74
– – ﹤0.01% 413
2019
Q3 		$4K Hold
74
– – ﹤0.01% 454
2019
Q2 		$3K Hold
74
– – ﹤0.01% 436
2019
Q1 		$4K Buy
+74
New +$3.5K ﹤0.01% 414

Other funds holding BWXT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Harvest Group Wealth Management's BWXT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of BWX Technologies (BWXT) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BWXT in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 277 funds tracked by Wall St. Rank hold BWXT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining BWX Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 BWX Technologies shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in BWX Technologies in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's BWX Technologies position peaked at $4K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.