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Morton Brown Family Wealth’s BWX Technologies BWXT Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-1
Closed – – 222
2022
Q2 		$0 Buy
+1
New +$52 ﹤0.01% 272

Other funds holding BWXT

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morton Brown Family Wealth's BWXT Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of BWX Technologies (BWXT) in Q3 2022, closing a stake of 1 share.

Morton Brown Family Wealth first reported a position in BWXT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 311 funds tracked by Wall St. Rank hold BWXT as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining BWX Technologies position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1 BWX Technologies share in Q3 2022.
  • Morton Brown Family Wealth first reported a position in BWX Technologies in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's BWX Technologies position peaked at $0 in Q2 2022.
  • 311 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.