Reilly Financial Advisors’s BWX Technologies BWXT Stock Holding History

Reilly Financial 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
2021 Q3	–	Sell	-282	Closed	-$16K	–	929
2021 Q2	$16K	Hold	282	–	–	﹤0.01%	594
2021 Q1	$19K	Hold	282	–	–	﹤0.01%	548
2020 Q4	$17K	Hold	282	–	–	﹤0.01%	520
2020 Q3	$16K	Hold	282	–	–	﹤0.01%	480
2020 Q2	$16K	Hold	282	–	–	﹤0.01%	488
2020 Q1	$14K	Hold	282	–	–	﹤0.01%	483
2019 Q4	$18K	Hold	282	–	–	﹤0.01%	519
2019 Q3	$16K	Hold	282	–	–	﹤0.01%	547
2019 Q2	$15K	Hold	282	–	–	﹤0.01%	585
2019 Q1	$14K	Hold	282	–	–	﹤0.01%	601
2018 Q4	$11K	Hold	282	–	–	﹤0.01%	621
2018 Q3	$18K	Hold	282	–	–	﹤0.01%	575
2018 Q2	$18K	Hold	282	–	–	﹤0.01%	531
2018 Q1	$18K	Hold	282	–	–	﹤0.01%	519
2017 Q4	$17K	Hold	282	–	–	﹤0.01%	543
2017 Q3	$16K	Hold	282	–	–	﹤0.01%	544
2017 Q2	$14K	Hold	282	–	–	﹤0.01%	576
2017 Q1	$13K	Buy	+282	New	+$12.3K	﹤0.01%	554

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's BWXT Position: Q3 2021 in Review

Reilly Financial Advisors sold out of BWX Technologies (BWXT) in Q3 2021, closing a stake of 282 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in BWXT in Q1 2017 and held it in 18 quarters. The position peaked at $19K in Q1 2021. 269 funds tracked by Wall St. Rank hold BWXT as of Q3 2021.

Reilly Financial Advisors reported no remaining BWX Technologies position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 282 BWX Technologies shares in Q3 2021, an estimated $16K.
Reilly Financial Advisors first reported a position in BWX Technologies in Q1 2017 and held it in 18 quarters.
Reilly Financial Advisors's BWX Technologies position peaked at $19K in Q1 2021.
269 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.