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SOA Wealth Advisors’s BWX Technologies BWXT Stock Holding History

SOA Wealth 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
Q1 		– Sell
-601
Closed -$34K – 814
2020
Q4 		$34K Buy
+601
New +$34.6K 0.01% 313

Other funds holding BWXT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SOA Wealth Advisors's BWXT Position: Q1 2021 in Review

SOA Wealth Advisors sold out of BWX Technologies (BWXT) in Q1 2021, closing a stake of 601 shares — an estimated $34K sold.

SOA Wealth Advisors first reported a position in BWXT in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 277 funds tracked by Wall St. Rank hold BWXT as of Q1 2021.

  • SOA Wealth Advisors reported no remaining BWX Technologies position as of Q1 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 601 BWX Technologies shares in Q1 2021, an estimated $34K.
  • SOA Wealth Advisors first reported a position in BWX Technologies in Q4 2020 and held it in 1 quarter.
  • SOA Wealth Advisors's BWX Technologies position peaked at $34K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.