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WTA
Washington Trust Advisors’s
BWX Technologies
BWXT
Stock Holding History
Washington Trust Advisors’s Portfolio
BWXT Stock Details
BWXT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-145
Closed
-$26.7K
–
601
2025
Q3
$26.7K
Sell
145
-26
-15%
-$4.18K
﹤0.01%
412
2025
Q2
$24.6K
Hold
171
–
–
﹤0.01%
383
2025
Q1
$16.9K
Hold
171
–
–
﹤0.01%
411
2024
Q4
$19K
Hold
171
–
–
﹤0.01%
410
2024
Q3
$18.6K
Hold
171
–
–
﹤0.01%
414
2024
Q2
$16.2K
Hold
171
–
–
﹤0.01%
420
2024
Q1
$17.5K
Hold
171
–
–
﹤0.01%
410
2023
Q4
$13.1K
Hold
171
–
–
﹤0.01%
440
2023
Q3
$12.8K
Hold
171
–
–
﹤0.01%
433
2023
Q2
$12.2K
Sell
171
-138
-45%
-$9.02K
﹤0.01%
430
2023
Q1
$19.5K
Hold
309
–
–
﹤0.01%
418
2022
Q4
$17.9K
Buy
309
+179
+138%
+$10.3K
﹤0.01%
434
2022
Q3
$7K
Hold
130
–
–
﹤0.01%
646
2022
Q2
$7K
Hold
130
–
–
﹤0.01%
684
2022
Q1
$7K
Hold
130
–
–
﹤0.01%
758
2021
Q4
$6K
Buy
+130
New
+$6.8K
﹤0.01%
808
Other funds holding BWXT
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$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Alkeon Capital Management
New York
$59.5B AUM
51.63%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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