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Kapitalo Investimentos’s BWX Technologies BWXT Stock Holding History

Kapitalo Investimentos’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
-1,534
Closed -$118K – 306
2023
Q4 		$118K Buy
+1,534
New +$118K 0.02% 362
2023
Q3 		– Sell
-948
Closed -$67.8K – 552
2023
Q2 		$67.8K Buy
+948
New +$61.9K 0.01% 378

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

Kapitalo Investimentos's BWXT Position: Q1 2024 in Review

Kapitalo Investimentos sold out of BWX Technologies (BWXT) in Q1 2024, closing a stake of 1,534 shares — an estimated $118K sold.

Kapitalo Investimentos first reported a position in BWXT in Q2 2023 and held it in 2 quarters. The position peaked at $118K in Q4 2023. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • Kapitalo Investimentos reported no remaining BWX Technologies position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,534 BWX Technologies shares in Q1 2024, an estimated $118K.
  • Kapitalo Investimentos first reported a position in BWX Technologies in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's BWX Technologies position peaked at $118K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.