B. Riley Wealth Advisors’s BorgWarner BWA Stock Holding History

B. Riley Wealth Advisors’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	-5,975	Closed	-$241K	–	1416
2024 Q1	$241K	Buy	+5,975	New	+$195K	0.01%	1161
2023 Q4	–	Sell	-5,975	Closed	-$241K	–	1410
2023 Q3	$241K	Sell	5,975 -7,128	-54%	-$302K	0.01%	1161
2023 Q2	$564K	Buy	13,103 +6,797	+108%	+$280K	0.01%	795
2023 Q1	$273K	Sell	6,306 -1,307	-17%	-$54.1K	0.01%	1122
2022 Q4	$270K	Buy	+7,613	New	+$259K	0.01%	1095
2020 Q1	–	Sell	-7,231	Closed	-$277K	–	806
2019 Q4	$277K	Buy	+7,231	New	+$265K	0.02%	628
2015 Q1	–	Sell	-204	Closed	-$10K	–	753
2014 Q4	$10K	Buy	+204	New	+$9.94K	﹤0.01%	2857
2014 Q3	–	Sell	-218	Closed	-$12.5K	–	807
2014 Q2	$12.5K	Buy	+218	New	+$12K	﹤0.01%	1685
2013 Q4	–	Sell	-5,089	Closed	-$227K	–	681
2013 Q3	$227K	Buy	+5,089	New	+$214K	0.08%	295

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's BWA Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 5,975 shares — an estimated $241K sold.

B. Riley Wealth Advisors first reported a position in BWA in Q3 2013 and held it in 9 quarters. The position peaked at $564K in Q2 2023. 637 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

B. Riley Wealth Advisors reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,975 BorgWarner shares in Q2 2024, an estimated $241K.
B. Riley Wealth Advisors first reported a position in BorgWarner in Q3 2013 and held it in 9 quarters.
B. Riley Wealth Advisors's BorgWarner position peaked at $564K in Q2 2023.
637 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.