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Kathmere Capital Management’s BWX Technologies BWXT Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-312
Closed -$19K – 164
2020
Q4 		$19K Hold
312
– – ﹤0.01% 288
2020
Q3 		$18K Buy
+312
New +$17.5K ﹤0.01% 273

Other funds holding BWXT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kathmere Capital Management's BWXT Position: Q1 2021 in Review

Kathmere Capital Management sold out of BWX Technologies (BWXT) in Q1 2021, closing a stake of 312 shares — an estimated $19K sold.

Kathmere Capital Management first reported a position in BWXT in Q3 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2020. 277 funds tracked by Wall St. Rank hold BWXT as of Q1 2021.

  • Kathmere Capital Management reported no remaining BWX Technologies position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 312 BWX Technologies shares in Q1 2021, an estimated $19K.
  • Kathmere Capital Management first reported a position in BWX Technologies in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's BWX Technologies position peaked at $19K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.