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Abich Financial Wealth Management’s BorgWarner BWA Stock Holding History

Abich Financial Wealth Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$97 – 440
2024
Q2 		$97 Hold
3
– – ﹤0.01% 777
2024
Q1 		$104 Sell
3
-35
-92% -$1.15K ﹤0.01% 520
2023
Q4 		$1.36K Buy
+38
New +$1.36K ﹤0.01% 353

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Abich Financial Wealth Management's BWA Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 3 shares — an estimated $97 sold.

Abich Financial Wealth Management first reported a position in BWA in Q4 2023 and held it in 3 quarters. The position peaked at $1.36K in Q4 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 3 BorgWarner shares in Q3 2024, an estimated $97.
  • Abich Financial Wealth Management first reported a position in BorgWarner in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's BorgWarner position peaked at $1.36K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.