TCI Wealth Advisors’s BWX Technologies BWXT Stock Holding History

TCI 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
2023 Q2	–	Sell	-8	Closed	-$505	–	504
2023 Q1	$505	Hold	8	–	–	﹤0.01%	2218
2022 Q4	$465	Hold	8	–	–	﹤0.01%	2221
2022 Q3	$0	Hold	8	–	–	﹤0.01%	2273
2022 Q2	$0	Hold	8	–	–	﹤0.01%	2289
2022 Q1	$0	Hold	8	–	–	﹤0.01%	2243
2021 Q4	$0	Hold	8	–	–	﹤0.01%	2315
2021 Q3	$0	Hold	8	–	–	﹤0.01%	2386
2021 Q2	$0	Hold	8	–	–	﹤0.01%	2326
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	2031
2020 Q4	$0	Sell	8 -79	-91%	-$4.55K	﹤0.01%	1548
2020 Q3	$5K	Hold	87	–	–	﹤0.01%	752
2020 Q2	$5K	Hold	87	–	–	﹤0.01%	722
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	753
2019 Q4	$5K	Sell	87 -13	-13%	-$772	﹤0.01%	840
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	751
2019 Q2	$5K	Sell	100 -7	-7%	-$350	﹤0.01%	754
2019 Q1	$5K	Hold	107	–	–	﹤0.01%	773
2018 Q4	$4K	Buy	107 +19	+22%	+$943	﹤0.01%	805
2018 Q3	$6K	Hold	88	–	–	﹤0.01%	735
2018 Q2	$5K	Hold	88	–	–	﹤0.01%	763
2018 Q1	$6K	Hold	88	–	–	﹤0.01%	696
2017 Q4	$5K	Hold	88	–	–	﹤0.01%	770
2017 Q3	$5K	Hold	88	–	–	﹤0.01%	725
2017 Q2	$4K	Hold	88	–	–	﹤0.01%	790
2017 Q1	$4K	Hold	88	–	–	﹤0.01%	748
2016 Q4	$3K	Buy	88 +73	+487%	+$2.84K	﹤0.01%	894
2016 Q3	$1K	Buy	+15	New	+$567	﹤0.01%	1092

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Wealth Advisors's BWXT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BWX Technologies (BWXT) in Q2 2023, closing a stake of 8 shares — an estimated $505 sold.

TCI Wealth Advisors first reported a position in BWXT in Q3 2016 and held it in 27 quarters. The position peaked at $6K in Q3 2019. 375 funds tracked by Wall St. Rank hold BWXT as of Q2 2023.

TCI Wealth Advisors reported no remaining BWX Technologies position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 8 BWX Technologies shares in Q2 2023, an estimated $505.
TCI Wealth Advisors first reported a position in BWX Technologies in Q3 2016 and held it in 27 quarters.
TCI Wealth Advisors's BWX Technologies position peaked at $6K in Q3 2019.
375 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.