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Atria Wealth Solutions’s BorgWarner BWA Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-5,556
Closed -$239K – 1881
2023
Q2 		$239K Sell
5,556
-122
-2% -$5.02K ﹤0.01% 1584
2023
Q1 		$245K Buy
+5,678
New +$235K ﹤0.01% 1539
2022
Q2 		– Sell
-8,565
Closed -$293K – 1661
2022
Q1 		$293K Buy
+8,565
New +$320K ﹤0.01% 1331

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atria Wealth Solutions's BWA Position: Q3 2023 in Review

Atria Wealth Solutions sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 5,556 shares — an estimated $239K sold.

Atria Wealth Solutions first reported a position in BWA in Q1 2022 and held it in 3 quarters. The position peaked at $293K in Q1 2022. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Atria Wealth Solutions reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,556 BorgWarner shares in Q3 2023, an estimated $239K.
  • Atria Wealth Solutions first reported a position in BorgWarner in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's BorgWarner position peaked at $293K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.