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AXS Investments’s BorgWarner BWA Stock Holding History

AXS Investments’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
2024
Q2 		– Sell
-7,970
Closed -$277K – 233
2024
Q1 		$277K Buy
+7,970
New +$261K 0.07% 249
2023
Q2 		– Sell
-4,312
Closed -$186K – 426
2023
Q1 		$186K Sell
4,312
-4,611
-52% -$191K 0.06% 216
2022
Q4 		$316K Buy
+8,923
New +$303K 0.11% 184
2022
Q1 		– Sell
-8,083
Closed -$321K – 145
2021
Q4 		$321K Buy
+8,083
New +$325K 0.08% 133
2021
Q3 		– Sell
-6,521
Closed -$279K – 118
2021
Q2 		$279K Buy
+6,521
New +$287K 0.09% 149

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AXS Investments's BWA Position: Q2 2024 in Review

AXS Investments sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 7,970 shares — an estimated $277K sold.

AXS Investments first reported a position in BWA in Q2 2021 and held it in 5 quarters. The position peaked at $321K in Q4 2021. 637 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • AXS Investments reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 7,970 BorgWarner shares in Q2 2024, an estimated $277K.
  • AXS Investments first reported a position in BorgWarner in Q2 2021 and held it in 5 quarters.
  • AXS Investments's BorgWarner position peaked at $321K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.