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Paces Ferry Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-27
Closed -$2K – 263
2020
Q3 		$2K Buy
+27
New +$1.51K ﹤0.01% 640

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Vanguard Group
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Wellington Management Group
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William Blair Investment Management
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BlackRock
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's BWXT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of BWX Technologies (BWXT) in Q4 2020, closing a stake of 27 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in BWXT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining BWX Technologies position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 27 BWX Technologies shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in BWX Technologies in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's BWX Technologies position peaked at $2K in Q3 2020.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.