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National Wealth Management Group’s BWX Technologies BWXT Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-3,722
Closed -$382K – 134
2024
Q1 		$382K Buy
+3,722
New +$333K 0.3% 88

Other funds holding BWXT

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Vanguard Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

National Wealth Management Group's BWXT Position: Q2 2024 in Review

National Wealth Management Group sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 3,722 shares — an estimated $382K sold.

National Wealth Management Group first reported a position in BWXT in Q1 2024 and held it in 1 quarter. The position peaked at $382K in Q1 2024. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

  • National Wealth Management Group reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 3,722 BWX Technologies shares in Q2 2024, an estimated $382K.
  • National Wealth Management Group first reported a position in BWX Technologies in Q1 2024 and held it in 1 quarter.
  • National Wealth Management Group's BWX Technologies position peaked at $382K in Q1 2024.
  • 496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.