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SYSTM Wealth Solutions’s BWX Technologies BWXT Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-767
Closed -$78.7K – 709
2024
Q1 		$78.7K Sell
767
-1,256
-62% -$112K 0.01% 510
2023
Q4 		$155K Sell
2,023
-8,450
-81% -$650K 0.02% 408
2023
Q3 		$785K Sell
10,473
-1,037
-9% -$75K 0.12% 216
2023
Q2 		$824K Sell
11,510
-63
-0.5% -$4.12K 0.11% 237
2023
Q1 		$730K Buy
11,573
+390
+3% +$23.5K 0.11% 221
2022
Q4 		$649K Buy
+11,183
New +$642K 0.08% 295

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SYSTM Wealth Solutions's BWXT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 767 shares — an estimated $78.7K sold.

SYSTM Wealth Solutions first reported a position in BWXT in Q4 2022 and held it in 6 quarters. The position peaked at $824K in Q2 2023. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 767 BWX Technologies shares in Q2 2024, an estimated $78.7K.
  • SYSTM Wealth Solutions first reported a position in BWX Technologies in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's BWX Technologies position peaked at $824K in Q2 2023.
  • 496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.