NFG
BWXT icon

Next Financial Group’s BWX Technologies BWXT Stock Holding History

Next Financial 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
2021
Q4 		$3K Buy
68
+10
+17% +$523 ﹤0.01% 2514
2021
Q3 		$3K Buy
58
+19
+49% +$1.07K ﹤0.01% 2361
2021
Q2 		$2K Hold
39
– – ﹤0.01% 2387
2021
Q1 		$3K Hold
39
– – ﹤0.01% 2208
2020
Q4 		$2K Buy
+39
New +$2.25K ﹤0.01% 2168
2014
Q3 		– Sell
-256
Closed -$5K – 2503
2014
Q2 		$5K Buy
+256
New +$6.07K ﹤0.01% 909

Other funds holding BWXT

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Next Financial Group's BWXT Position: Q4 2021 in Review

Next Financial Group increased its BWX Technologies (BWXT) stake by 17% in Q4 2021, buying an estimated $523 and bringing the position to 68 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Next Financial Group first reported a position in BWXT in Q2 2014 and has held it in 6 quarters since. The position peaked at $5K in Q2 2014. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2021.

  • Next Financial Group held 68 shares of BWX Technologies worth $3K as of Q4 2021.
  • Next Financial Group bought 10 BWX Technologies shares in Q4 2021, an estimated $523.
  • BWX Technologies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2514 holding.
  • Next Financial Group first reported a position in BWX Technologies in Q2 2014 and has held it in 6 quarters since.
  • Next Financial Group's BWX Technologies position peaked at $5K in Q2 2014.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.