IFP Advisors’s Babcock & Wilcox BW Stock Holding History

IFP Advisors’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,251	Closed	-$8K	–	3504
2022 Q4	$8K	Sell	2,251 -509	-18%	-$2.78K	﹤0.01%	3492
2022 Q3	$10K	Buy	2,760 +307	+13%	+$2.28K	﹤0.01%	3623
2022 Q2	$9K	Hold	2,453	–	–	﹤0.01%	3452
2022 Q1	$9K	Buy	2,453 +2,428	+9,712%	+$18.9K	﹤0.01%	3452
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	2952
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	2985
2021 Q2	$0	Hold	25	–	–	﹤0.01%	3075
2021 Q1	$0	Hold	25	–	–	﹤0.01%	3019
2020 Q4	$0	Hold	25	–	–	﹤0.01%	2948
2020 Q3	$0	Hold	25	–	–	﹤0.01%	2850
2020 Q2	$0	Hold	25	–	–	﹤0.01%	2752
2020 Q1	$0	Hold	25	–	–	﹤0.01%	2778
2019 Q4	$0	Hold	25	–	–	﹤0.01%	2858
2019 Q3	$0	Buy	+25	New	+$96	﹤0.01%	3071
2017 Q4	–	Sell	-8	Closed	–	–	3825
2017 Q3	$0	Sell	8 -5	-38%	-$307	﹤0.01%	4078
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	3856
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	3773
2016 Q4	$2K	Sell	13 -5	-28%	-$797	﹤0.01%	3619
2016 Q3	$3K	Hold	18	–	–	﹤0.01%	3430
2016 Q2	$3K	Buy	+18	New	+$3.84K	﹤0.01%	3326
2016 Q1	–	Sell	-13	Closed	-$3K	–	2486
2015 Q4	$3K	Buy	+13	New	+$2.37K	﹤0.01%	3161

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IFP Advisors's BW Position: Q1 2023 in Review

IFP Advisors sold out of Babcock & Wilcox (BW) in Q1 2023, closing a stake of 2,251 shares — an estimated $8K sold.

IFP Advisors first reported a position in BW in Q4 2015 and held it in 21 quarters. The position peaked at $10K in Q3 2022. 112 funds tracked by Wall St. Rank hold BW as of Q1 2023.

IFP Advisors reported no remaining Babcock & Wilcox position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,251 Babcock & Wilcox shares in Q1 2023, an estimated $8K.
IFP Advisors first reported a position in Babcock & Wilcox in Q4 2015 and held it in 21 quarters.
IFP Advisors's Babcock & Wilcox position peaked at $10K in Q3 2022.
112 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.