Institutional & Family Asset Management’s BWX Technologies BWXT Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-115	Closed	-$11.8K	–	753
2024 Q1	$11.8K	Sell	115 -3	-3%	-$268	﹤0.01%	390
2023 Q4	$9.05K	Buy	118 +6	+5%	+$461	﹤0.01%	407
2023 Q3	$8.4K	Hold	112	–	–	﹤0.01%	399
2023 Q2	$8.02K	Sell	112 -9	-7%	-$588	﹤0.01%	408
2023 Q1	$7.63K	Hold	121	–	–	﹤0.01%	408
2022 Q4	$7.03K	Buy	+121	New	+$6.95K	﹤0.01%	416

Other funds holding BWXT

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Institutional & Family Asset Management's BWXT Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 115 shares — an estimated $11.8K sold.

Institutional & Family Asset Management first reported a position in BWXT in Q4 2022 and held it in 6 quarters. The position peaked at $11.8K in Q1 2024. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

Institutional & Family Asset Management reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 115 BWX Technologies shares in Q2 2024, an estimated $11.8K.
Institutional & Family Asset Management first reported a position in BWX Technologies in Q4 2022 and held it in 6 quarters.
Institutional & Family Asset Management's BWX Technologies position peaked at $11.8K in Q1 2024.
496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.