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TFO Wealth Partners’s BWX Technologies BWXT Stock Holding History

TFO Wealth Partners’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
-1
Closed -$103 – 163
2024
Q1 		$103 Hold
1
– – ﹤0.01% 634
2023
Q4 		$77 Hold
1
– – ﹤0.01% 830
2023
Q3 		$72 Hold
1
– – ﹤0.01% 1016
2023
Q2 		$72 Hold
1
– – ﹤0.01% 722
2023
Q1 		$63 Sell
1
-3
-75% -$181 ﹤0.01% 716
2022
Q4 		$415 Buy
+4
New +$230 ﹤0.01% 509

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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

TFO Wealth Partners's BWXT Position: Q2 2024 in Review

TFO Wealth Partners sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 1 share — an estimated $103 sold.

TFO Wealth Partners first reported a position in BWXT in Q4 2022 and held it in 6 quarters. The position peaked at $415 in Q4 2022. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

  • TFO Wealth Partners reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 BWX Technologies share in Q2 2024, an estimated $103.
  • TFO Wealth Partners first reported a position in BWX Technologies in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's BWX Technologies position peaked at $415 in Q4 2022.
  • 496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.