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Steward Financial Group’s BWX Technologies BWXT Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+57
New +$4.12K ﹤0.01% 690
2023
Q2 		– Sell
-59
Closed -$3K – 541
2023
Q1 		$3K Buy
59
+35
+146% +$2.11K ﹤0.01% 394
2022
Q4 		$1K Buy
+24
New +$1.38K ﹤0.01% 398
2022
Q3 		– Sell
-34
Closed -$1K – 254
2022
Q2 		$1K Buy
+34
New +$1.77K ﹤0.01% 681

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's BWXT Position: Q3 2023 in Review

Steward Financial Group opened a new position in BWX Technologies (BWXT) in Q3 2023: 57 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BWXT as recently as Q1 2023.

Steward Financial Group first reported a position in BWXT in Q2 2022 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • Steward Financial Group held 57 shares of BWX Technologies worth $4K as of Q3 2023.
  • BWX Technologies was a new Steward Financial Group position in Q3 2023.
  • BWX Technologies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #690 holding.
  • Steward Financial Group first reported a position in BWX Technologies in Q2 2022 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.