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Householder Group Estate & Retirement Specialist’s BWX Technologies BWXT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q3 		– Sell
-397
Closed -$37K – 1171
2024
Q2 		$37K Buy
397
+172
+76% +$16K 0.01% 533
2024
Q1 		$23.2K Buy
225
+5
+2% +$447 0.01% 651
2023
Q4 		$16K Buy
+220
New +$16.9K 0.01% 672

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BWXT Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of BWX Technologies (BWXT) in Q3 2024, closing a stake of 397 shares — an estimated $37K sold.

Householder Group Estate & Retirement Specialist first reported a position in BWXT in Q4 2023 and held it in 3 quarters. The position peaked at $37K in Q2 2024. 548 funds tracked by Wall St. Rank hold BWXT as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining BWX Technologies position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 397 BWX Technologies shares in Q3 2024, an estimated $37K.
  • Householder Group Estate & Retirement Specialist first reported a position in BWX Technologies in Q4 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's BWX Technologies position peaked at $37K in Q2 2024.
  • 548 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.