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Johnson Financial Group Inc (Wisconsin)’s BWX Technologies BWXT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-297
Closed -$22.8K – 805
2023
Q4 		$22.8K Buy
+297
New +$22.8K ﹤0.01% 530
2023
Q1 		– Sell
-422
Closed -$24.5K – 626
2022
Q4 		$24.5K Buy
+422
New +$24.2K ﹤0.01% 415
2022
Q2 		– Sell
-100
Closed -$5K – 693
2022
Q1 		$5K Buy
+100
New +$4.92K ﹤0.01% 608
2014
Q1 		– Sell
-468
Closed -$11K – 711
2013
Q4 		$11K Buy
+468
New +$11K ﹤0.01% 565

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BWXT Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of BWX Technologies (BWXT) in Q1 2024, closing a stake of 297 shares — an estimated $22.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BWXT in Q4 2013 and held it in 4 quarters. The position peaked at $24.5K in Q4 2022. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining BWX Technologies position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 297 BWX Technologies shares in Q1 2024, an estimated $22.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in BWX Technologies in Q4 2013 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s BWX Technologies position peaked at $24.5K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.