TRUE Private Wealth Advisors’s BWX Technologies BWXT Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-98	Closed	-$5K	–	297
2020 Q4	$5K	Hold	98	–	–	﹤0.01%	603
2020 Q3	$5K	Hold	98	–	–	﹤0.01%	559
2020 Q2	$5K	Hold	98	–	–	﹤0.01%	554
2020 Q1	$4K	Hold	98	–	–	﹤0.01%	536
2019 Q4	$6K	Buy	+98	New	+$5.82K	﹤0.01%	648
2019 Q3	–	Sell	-98	Closed	-$5K	–	286
2019 Q2	$5K	Buy	+98	New	+$4.89K	﹤0.01%	629
2018 Q4	–	Sell	-203	Closed	-$12.7K	–	332
2018 Q3	$12.7K	Buy	+203	New	+$12.9K	﹤0.01%	704

Other funds holding BWXT

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

TRUE Private Wealth Advisors's BWXT Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of BWX Technologies (BWXT) in Q1 2021, closing a stake of 98 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in BWXT in Q3 2018 and held it in 7 quarters. The position peaked at $12.7K in Q3 2018. 277 funds tracked by Wall St. Rank hold BWXT as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining BWX Technologies position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 98 BWX Technologies shares in Q1 2021, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in BWX Technologies in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's BWX Technologies position peaked at $12.7K in Q3 2018.
277 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.