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Veritable’s BWX Technologies BWXT Stock Holding History

Veritable’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
Q1 		– Sell
-5,286
Closed -$253K – 914
2021
Q4 		$253K Sell
5,286
-1,147
-18% -$60K ﹤0.01% 782
2021
Q3 		$346K Buy
6,433
+36
+0.6% +$2.03K 0.01% 642
2021
Q2 		$372K Buy
6,397
+498
+8% +$32K 0.01% 619
2021
Q1 		$389K Sell
5,899
-936
-14% -$56.1K 0.01% 574
2020
Q4 		$412K Buy
6,835
+528
+8% +$30.4K 0.01% 547
2020
Q3 		$355K Buy
6,307
+66
+1% +$3.7K 0.01% 542
2020
Q2 		$353K Sell
6,241
-2,315
-27% -$129K 0.01% 553
2020
Q1 		$417K Sell
8,556
-456
-5% -$27.1K 0.01% 491
2019
Q4 		$559K Hold
9,012
– – 0.01% 503
2019
Q3 		$516K Sell
9,012
-403
-4% -$22.5K 0.01% 505
2019
Q2 		$491K Sell
9,415
-416
-4% -$20.8K 0.01% 507
2019
Q1 		$487K Buy
9,831
+44
+0.4% +$2.08K 0.01% 504
2018
Q4 		$374K Buy
9,787
+3,720
+61% +$185K 0.01% 539
2018
Q3 		$379K Sell
6,067
-1,080
-15% -$68.4K 0.01% 574
2018
Q2 		$445K Sell
7,147
-80
-1% -$5.32K 0.01% 524
2018
Q1 		$459K Buy
7,227
+1,862
+35% +$118K 0.01% 518
2017
Q4 		$325K Buy
+5,365
New +$324K 0.01% 607

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Veritable's BWXT Position: Q1 2022 in Review

Veritable sold out of BWX Technologies (BWXT) in Q1 2022, closing a stake of 5,286 shares — an estimated $253K sold.

Veritable first reported a position in BWXT in Q4 2017 and held it in 17 quarters. The position peaked at $559K in Q4 2019. 293 funds tracked by Wall St. Rank hold BWXT as of Q1 2022.

  • Veritable reported no remaining BWX Technologies position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 5,286 BWX Technologies shares in Q1 2022, an estimated $253K.
  • Veritable first reported a position in BWX Technologies in Q4 2017 and held it in 17 quarters.
  • Veritable's BWX Technologies position peaked at $559K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.