Total Clarity Wealth Management’s BWX Technologies BWXT Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-225	Closed	-$12K	–	315
2022 Q2	$12K	Buy	+225	New	+$11.7K	0.01%	621
2022 Q1	–	Sell	-225	Closed	-$11K	–	300
2021 Q4	$11K	Sell	225 -365	-62%	-$19.1K	0.01%	665
2021 Q3	$32K	Buy	+590	New	+$33.2K	0.02%	465
2021 Q2	–	Sell	-1,165	Closed	-$77K	–	257
2021 Q1	$77K	Buy	+1,165	New	+$69.8K	0.04%	272
2020 Q1	–	Sell	-750	Closed	-$47K	–	153
2019 Q4	$47K	Buy	+750	New	+$44.6K	0.04%	272

Other funds holding BWXT

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Total Clarity Wealth Management's BWXT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of BWX Technologies (BWXT) in Q3 2022, closing a stake of 225 shares — an estimated $12K sold.

Total Clarity Wealth Management first reported a position in BWXT in Q4 2019 and held it in 5 quarters. The position peaked at $77K in Q1 2021. 311 funds tracked by Wall St. Rank hold BWXT as of Q3 2022.

Total Clarity Wealth Management reported no remaining BWX Technologies position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 225 BWX Technologies shares in Q3 2022, an estimated $12K.
Total Clarity Wealth Management first reported a position in BWX Technologies in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's BWX Technologies position peaked at $77K in Q1 2021.
311 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.