Selective Wealth Management’s BWX Technologies BWXT Stock Holding History

Selective 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
2022 Q4	–	Sell	-1,190	Closed	-$60K	–	200
2022 Q3	$60K	Hold	1,190	–	–	0.03%	272
2022 Q2	$66K	Sell	1,190 -6	-0.5%	-$312	0.02%	274
2022 Q1	$64K	Sell	1,196 -19	-2%	-$935	0.02%	264
2021 Q4	$58K	Hold	1,215	–	–	0.02%	254
2021 Q3	$65K	Buy	1,215 +215	+22%	+$12.1K	0.03%	232
2021 Q2	$58K	Hold	1,000	–	–	0.05%	176
2021 Q1	$66K	Hold	1,000	–	–	0.06%	108
2020 Q4	$60K	Hold	1,000	–	–	0.04%	102
2020 Q3	$56K	Hold	1,000	–	–	0.04%	93
2020 Q2	$57K	Hold	1,000	–	–	0.05%	96
2020 Q1	$49K	Hold	1,000	–	–	0.08%	61
2019 Q4	$62K	Hold	1,000	–	–	0.08%	65
2019 Q3	$57K	Buy	+1,000	New	+$55.8K	0.08%	71
2018 Q3	$63K	Buy	+1,000	New	+$63.3K	0.75%	32

Other funds holding BWXT

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's BWXT Position: Q4 2022 in Review

Selective Wealth Management sold out of BWX Technologies (BWXT) in Q4 2022, closing a stake of 1,190 shares — an estimated $60K sold.

Selective Wealth Management first reported a position in BWXT in Q3 2018 and held it in 14 quarters. The position peaked at $66K in Q2 2022. 347 funds tracked by Wall St. Rank hold BWXT as of Q4 2022.

Selective Wealth Management reported no remaining BWX Technologies position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,190 BWX Technologies shares in Q4 2022, an estimated $60K.
Selective Wealth Management first reported a position in BWX Technologies in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's BWX Technologies position peaked at $66K in Q2 2022.
347 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.