JNBA Financial Advisors’s BWX Technologies BWXT Stock Holding History

JNBA Financial Advisors’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	-12	Closed	-$1.14K	–	656
2024 Q2	$1.14K	Hold	12	–	–	﹤0.01%	602
2024 Q1	$1.23K	Hold	12	–	–	﹤0.01%	627
2023 Q4	$921	Hold	12	–	–	﹤0.01%	654
2023 Q3	$900	Hold	12	–	–	﹤0.01%	684
2023 Q2	$859	Hold	12	–	–	﹤0.01%	669
2023 Q1	$757	Hold	12	–	–	﹤0.01%	686
2022 Q4	$697	Hold	12	–	–	﹤0.01%	629
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	634
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	677
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	661
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	775
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	693
2021 Q2	$1K	Buy	+12	New	+$772	﹤0.01%	649

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

SCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's BWXT Position: Q3 2024 in Review

JNBA Financial Advisors sold out of BWX Technologies (BWXT) in Q3 2024, closing a stake of 12 shares — an estimated $1.14K sold.

JNBA Financial Advisors first reported a position in BWXT in Q2 2021 and held it in 13 quarters. The position peaked at $1.23K in Q1 2024. 548 funds tracked by Wall St. Rank hold BWXT as of Q3 2024.

JNBA Financial Advisors reported no remaining BWX Technologies position as of Q3 2024 after selling out during the quarter.
JNBA Financial Advisors sold 12 BWX Technologies shares in Q3 2024, an estimated $1.14K.
JNBA Financial Advisors first reported a position in BWX Technologies in Q2 2021 and held it in 13 quarters.
JNBA Financial Advisors's BWX Technologies position peaked at $1.23K in Q1 2024.
548 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2024.

Based on JNBA Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.