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Meridian Wealth Partners’s BWX Technologies BWXT Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-54
Closed -$4K – 268
2021
Q1 		$4K Buy
+54
New +$3.23K ﹤0.01% 754

Other funds holding BWXT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Meridian Wealth Partners's BWXT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of BWX Technologies (BWXT) in Q2 2021, closing a stake of 54 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in BWXT in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 286 funds tracked by Wall St. Rank hold BWXT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining BWX Technologies position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 54 BWX Technologies shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in BWX Technologies in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's BWX Technologies position peaked at $4K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.