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Acima Private Wealth’s BorgWarner BWA Stock Holding History

Acima Private 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
2023
Q4 		– Sell
-110
Closed -$4.44K – 241
2023
Q3 		$4.44K Sell
110
-15
-12% -$635 ﹤0.01% 234
2023
Q2 		$5.38K Hold
125
– – ﹤0.01% 238
2023
Q1 		$5.4K Buy
+125
New +$5.18K ﹤0.01% 250

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acima Private Wealth's BWA Position: Q4 2023 in Review

Acima Private Wealth sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 110 shares — an estimated $4.44K sold.

Acima Private Wealth first reported a position in BWA in Q1 2023 and held it in 3 quarters. The position peaked at $5.4K in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Acima Private Wealth reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 110 BorgWarner shares in Q4 2023, an estimated $4.44K.
  • Acima Private Wealth first reported a position in BorgWarner in Q1 2023 and held it in 3 quarters.
  • Acima Private Wealth's BorgWarner position peaked at $5.4K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.