Affiance Financial’s BorgWarner BWA Stock Holding History

Affiance Financial’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 Q1	–	Sell	-470	Closed	-$16.7K	–	139
2022 Q4	$16.7K	Buy	+470	New	+$16K	0.01%	256

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Affiance Financial's BWA Position: Q1 2023 in Review

Affiance Financial sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 470 shares — an estimated $16.7K sold.

Affiance Financial first reported a position in BWA in Q4 2022 and held it in 1 quarter. The position peaked at $16.7K in Q4 2022. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

Affiance Financial reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 470 BorgWarner shares in Q1 2023, an estimated $16.7K.
Affiance Financial first reported a position in BorgWarner in Q4 2022 and held it in 1 quarter.
Affiance Financial's BorgWarner position peaked at $16.7K in Q4 2022.
707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.