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VisionPoint Advisory Group’s BWX Technologies BWXT Stock Holding History

VisionPoint Advisory Group’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
-6
Closed -$616 – 823
2024
Q1 		$616 Buy
+6
New +$537 ﹤0.01% 740

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
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

VisionPoint Advisory Group's BWXT Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 6 shares — an estimated $616 sold.

VisionPoint Advisory Group first reported a position in BWXT in Q1 2024 and held it in 1 quarter. The position peaked at $616 in Q1 2024. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 6 BWX Technologies shares in Q2 2024, an estimated $616.
  • VisionPoint Advisory Group first reported a position in BWX Technologies in Q1 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's BWX Technologies position peaked at $616 in Q1 2024.
  • 496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.