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Heritage Financial Services’s BWX Technologies BWXT Stock Holding History

Heritage Financial Services’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 		– Sell
-23
Closed -$1K – 118
2022
Q2 		$1K Buy
+23
New +$1.2K ﹤0.01% 437

Other funds holding BWXT

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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

Heritage Financial Services's BWXT Position: Q3 2022 in Review

Heritage Financial Services sold out of BWX Technologies (BWXT) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in BWXT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 311 funds tracked by Wall St. Rank hold BWXT as of Q3 2022.

  • Heritage Financial Services reported no remaining BWX Technologies position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 23 BWX Technologies shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in BWX Technologies in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's BWX Technologies position peaked at $1K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.