ACG Wealth’s BorgWarner BWA Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-2	Closed	–	–	335
2022 Q2	$0	Buy	+2	New	+$66	﹤0.01%	927

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACG Wealth's BWA Position: Q3 2022 in Review

ACG Wealth sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 2 shares.

ACG Wealth first reported a position in BWA in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 601 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

ACG Wealth reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 2 BorgWarner shares in Q3 2022.
ACG Wealth first reported a position in BorgWarner in Q2 2022 and held it in 1 quarter.
ACG Wealth's BorgWarner position peaked at $0 in Q2 2022.
601 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.