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Sonora Investment Management’s BWX Technologies BWXT Stock Holding History

Sonora Investment 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
2021
Q3 		$8K Hold
150
– – ﹤0.01% 810
2021
Q2 		$9K Hold
150
– – ﹤0.01% 726
2021
Q1 		$10K Hold
150
– – ﹤0.01% 1273
2020
Q4 		$9K Hold
150
– – ﹤0.01% 1269
2020
Q3 		$8K Buy
+150
New +$8.41K ﹤0.01% 1289

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sonora Investment Management's BWXT Position: Q3 2021 in Review

Sonora Investment Management held its BWX Technologies (BWXT) position steady in Q3 2021 at 150 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Sonora Investment Management first reported a position in BWXT in Q3 2020 and has held it in 5 quarters since. The position peaked at $10K in Q1 2021. 269 funds tracked by Wall St. Rank hold BWXT as of Q3 2021.

  • Sonora Investment Management held 150 shares of BWX Technologies worth $8K as of Q3 2021.
  • Sonora Investment Management left its BWX Technologies share count unchanged in Q3 2021.
  • BWX Technologies made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #810 holding.
  • Sonora Investment Management first reported a position in BWX Technologies in Q3 2020 and has held it in 5 quarters since.
  • Sonora Investment Management's BWX Technologies position peaked at $10K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.