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Sutton Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Sutton 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
2018
Q3 		– Sell
-419
Closed -$26.1K – 1133
2018
Q2 		$26.1K Buy
+419
New +$27.9K 0.02% 500

Other funds holding BWXT

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's BWXT Position: Q3 2018 in Review

Sutton Wealth Advisors sold out of BWX Technologies (BWXT) in Q3 2018, closing a stake of 419 shares — an estimated $26.1K sold.

Sutton Wealth Advisors first reported a position in BWXT in Q2 2018 and held it in 1 quarter. The position peaked at $26.1K in Q2 2018. 275 funds tracked by Wall St. Rank hold BWXT as of Q3 2018.

  • Sutton Wealth Advisors reported no remaining BWX Technologies position as of Q3 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 419 BWX Technologies shares in Q3 2018, an estimated $26.1K.
  • Sutton Wealth Advisors first reported a position in BWX Technologies in Q2 2018 and held it in 1 quarter.
  • Sutton Wealth Advisors's BWX Technologies position peaked at $26.1K in Q2 2018.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2018.

Based on Sutton Wealth Advisors's 13F filing for Q3 2018, filed 6 Nov 2023.