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Realta Investment Advisors’s BWX Technologies BWXT Stock Holding History

Realta Investment 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
Q1 		– Sell
-69
Closed -$4K – 443
2019
Q4 		$4K Sell
69
-1,115
-94% -$66.3K ﹤0.01% 1374
2019
Q3 		$68K Sell
1,184
-108
-8% -$6.03K 0.02% 591
2019
Q2 		$69K Sell
1,292
-580
-31% -$29K 0.02% 599
2019
Q1 		$92K Buy
+1,872
New +$88.5K 0.04% 407

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Realta Investment Advisors's BWXT Position: Q1 2020 in Review

Realta Investment Advisors sold out of BWX Technologies (BWXT) in Q1 2020, closing a stake of 69 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in BWXT in Q1 2019 and held it in 4 quarters. The position peaked at $92K in Q1 2019. 275 funds tracked by Wall St. Rank hold BWXT as of Q1 2020.

  • Realta Investment Advisors reported no remaining BWX Technologies position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 69 BWX Technologies shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in BWX Technologies in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's BWX Technologies position peaked at $92K in Q1 2019.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.