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Psagot Value Holdings’s BWX Technologies BWXT Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-912
Closed -$70K – 200
2023
Q4 		$70K Buy
912
+807
+769% +$62K 0.03% 227
2023
Q3 		$8K Buy
105
+3
+3% +$217 ﹤0.01% 330
2023
Q2 		$7K Buy
102
+13
+15% +$849 ﹤0.01% 356
2023
Q1 		$6K Buy
+89
New +$5.36K ﹤0.01% 315

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's BWXT Position: Q1 2024 in Review

Psagot Value Holdings sold out of BWX Technologies (BWXT) in Q1 2024, closing a stake of 912 shares — an estimated $70K sold.

Psagot Value Holdings first reported a position in BWXT in Q1 2023 and held it in 4 quarters. The position peaked at $70K in Q4 2023. 481 funds tracked by Wall St. Rank hold BWXT as of Q1 2024.

  • Psagot Value Holdings reported no remaining BWX Technologies position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 912 BWX Technologies shares in Q1 2024, an estimated $70K.
  • Psagot Value Holdings first reported a position in BWX Technologies in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's BWX Technologies position peaked at $70K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.