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Omnia Family Wealth’s BWX Technologies BWXT Stock Holding History

Omnia 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
2019
Q2 		– Sell
-70
Closed -$3K – 162
2019
Q1 		$3K Hold
70
– – ﹤0.01% 372
2018
Q4 		$3K Buy
+70
New +$3.48K ﹤0.01% 327

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Omnia Family Wealth's BWXT Position: Q2 2019 in Review

Omnia Family Wealth sold out of BWX Technologies (BWXT) in Q2 2019, closing a stake of 70 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in BWXT in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 262 funds tracked by Wall St. Rank hold BWXT as of Q2 2019.

  • Omnia Family Wealth reported no remaining BWX Technologies position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 70 BWX Technologies shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in BWX Technologies in Q4 2018 and held it in 2 quarters.
  • Omnia Family Wealth's BWX Technologies position peaked at $3K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.