Janiczek Wealth Management’s BWX Technologies BWXT Stock Holding History

Janiczek 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
2024 Q2	$4.46K	Hold	47	–	–	﹤0.01%	754
2024 Q1	$4.82K	Buy	+47	New	+$4.21K	﹤0.01%	769
2021 Q4	–	Sell	-18	Closed	-$1K	–	1010
2021 Q3	$1K	Sell	18 -35	-66%	-$1.97K	﹤0.01%	870
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	712
2021 Q1	$3K	Sell	53 -9	-15%	-$539	﹤0.01%	691
2020 Q4	$4K	Buy	62 +45	+265%	+$2.59K	﹤0.01%	615
2020 Q3	$1K	Buy	+17	New	+$953	﹤0.01%	551

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

Janiczek Wealth Management's BWXT Position: Q2 2024 in Review

Janiczek Wealth Management held its BWX Technologies (BWXT) position steady in Q2 2024 at 47 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Janiczek Wealth Management first reported a position in BWXT in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.82K in Q1 2024. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

Janiczek Wealth Management held 47 shares of BWX Technologies worth $4.46K as of Q2 2024.
Janiczek Wealth Management left its BWX Technologies share count unchanged in Q2 2024.
BWX Technologies made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #754 holding.
Janiczek Wealth Management first reported a position in BWX Technologies in Q3 2020 and has held it in 7 quarters since.
Janiczek Wealth Management's BWX Technologies position peaked at $4.82K in Q1 2024.
496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.