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Summit Securities Group’s BWX Technologies BWXT Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-1,000
Closed -$109K – 662
2024
Q3 		$109K Buy
+1,000
New +$99.3K 0.03% 181

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's BWXT Position: Q4 2024 in Review

Summit Securities Group sold out of BWX Technologies (BWXT) in Q4 2024, closing a stake of 500 shares — an estimated $54K sold.

Summit Securities Group first reported a position in BWXT in Q1 2017 and held it in 2 quarters. The position peaked at $333K in Q1 2017. 596 funds tracked by Wall St. Rank hold BWXT as of Q4 2024.

  • Summit Securities Group reported no remaining BWX Technologies position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 500 BWX Technologies shares in Q4 2024, an estimated $54K.
  • Summit Securities Group first reported a position in BWX Technologies in Q1 2017 and held it in 2 quarters.
  • Summit Securities Group's BWX Technologies position peaked at $333K in Q1 2017.
  • 596 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.