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PRW Wealth Management’s BWX Technologies BWXT Stock Holding History

PRW Wealth Management’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
-78
Closed -$4K – 142
2019
Q1 		$4K Hold
78
– – ﹤0.01% 406
2018
Q4 		$3K Buy
+78
New +$3.87K ﹤0.01% 448

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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

PRW Wealth Management's BWXT Position: Q2 2019 in Review

PRW Wealth Management sold out of BWX Technologies (BWXT) in Q2 2019, closing a stake of 78 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in BWXT in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 262 funds tracked by Wall St. Rank hold BWXT as of Q2 2019.

  • PRW Wealth Management reported no remaining BWX Technologies position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 78 BWX Technologies shares in Q2 2019, an estimated $4K.
  • PRW Wealth Management first reported a position in BWX Technologies in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's BWX Technologies position peaked at $4K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.