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Values First Advisors’s BWX Technologies BWXT Stock Holding History

Values First 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
-54
Closed -$3.38K – 192
2023
Q1 		$3.38K Buy
+54
New +$3.25K ﹤0.01% 251

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Values First Advisors's BWXT Position: Q2 2023 in Review

Values First Advisors sold out of BWX Technologies (BWXT) in Q2 2023, closing a stake of 54 shares — an estimated $3.38K sold.

Values First Advisors first reported a position in BWXT in Q1 2023 and held it in 1 quarter. The position peaked at $3.38K in Q1 2023. 375 funds tracked by Wall St. Rank hold BWXT as of Q2 2023.

  • Values First Advisors reported no remaining BWX Technologies position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 54 BWX Technologies shares in Q2 2023, an estimated $3.38K.
  • Values First Advisors first reported a position in BWX Technologies in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's BWX Technologies position peaked at $3.38K in Q1 2023.
  • 375 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.