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Phoenix Financial’s BWX Technologies BWXT Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-7,153
Closed -$338K – 314
2020
Q1 		$338K Buy
+7,153
New +$425K 0.02% 261

Other funds holding BWXT

T. Rowe Price Associates
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Phoenix Financial's BWXT Position: Q2 2020 in Review

Phoenix Financial sold out of BWX Technologies (BWXT) in Q2 2020, closing a stake of 7,153 shares — an estimated $338K sold.

Phoenix Financial first reported a position in BWXT in Q1 2020 and held it in 1 quarter. The position peaked at $338K in Q1 2020. 293 funds tracked by Wall St. Rank hold BWXT as of Q2 2020.

  • Phoenix Financial reported no remaining BWX Technologies position as of Q2 2020 after selling out during the quarter.
  • Phoenix Financial sold 7,153 BWX Technologies shares in Q2 2020, an estimated $338K.
  • Phoenix Financial first reported a position in BWX Technologies in Q1 2020 and held it in 1 quarter.
  • Phoenix Financial's BWX Technologies position peaked at $338K in Q1 2020.
  • 293 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2020.

Based on Phoenix Financial's 13F filing for Q2 2020, filed 10 Aug 2020.