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Accel Wealth Management’s BorgWarner BWA Stock Holding History

Accel 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
2023
Q2 		– Sell
-19
Closed -$841 – 255
2023
Q1 		$841 Hold
19
– – ﹤0.01% 1187
2022
Q4 		$687 Hold
19
– – ﹤0.01% 1000
2022
Q3 		$1K Hold
19
– – ﹤0.01% 974
2022
Q2 		$1K Buy
+19
New +$626 ﹤0.01% 936

Other funds holding BWA

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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's BWA Position: Q2 2023 in Review

Accel Wealth Management sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 19 shares — an estimated $841 sold.

Accel Wealth Management first reported a position in BWA in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

  • Accel Wealth Management reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 19 BorgWarner shares in Q2 2023, an estimated $841.
  • Accel Wealth Management first reported a position in BorgWarner in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's BorgWarner position peaked at $1K in Q3 2022.
  • 728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.