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Atticus Wealth Management’s BorgWarner BWA Stock Holding History

Atticus 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
2022
Q4 		– Sell
-85
Closed -$3K – 551
2022
Q3 		$3K Hold
85
– – ﹤0.01% 464
2022
Q2 		$3K Hold
85
– – ﹤0.01% 496
2022
Q1 		$3K Buy
+85
New +$3.17K ﹤0.01% 490

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State Street
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Diamond Hill Capital Management
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American Century Companies
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Atticus Wealth Management's BWA Position: Q4 2022 in Review

Atticus Wealth Management sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 85 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in BWA in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 649 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

  • Atticus Wealth Management reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 85 BorgWarner shares in Q4 2022, an estimated $3K.
  • Atticus Wealth Management first reported a position in BorgWarner in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's BorgWarner position peaked at $3K in Q3 2022.
  • 649 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.