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Baldwin Wealth Partners’s BorgWarner BWA Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-34
Closed -$1.1K – 1097
2024
Q2 		$1.1K Buy
+34
New +$1.18K ﹤0.01% 714
2016
Q2 		– Sell
-398
Closed -$13K – 459
2016
Q1 		$13K Buy
+398
New +$11.8K ﹤0.01% 393
2014
Q4 		– Sell
-22,745
Closed -$1.05M – 255
2014
Q3 		$1.05M Buy
22,745
+371
+2% +$20.3K 0.15% 135
2014
Q2 		$1.28M Buy
22,374
+155
+0.7% +$8.53K 0.19% 107
2014
Q1 		$1.2M Buy
22,219
+458
+2% +$23.4K 0.19% 109
2013
Q4 		$1.07M Buy
21,761
+559
+3% +$25.9K 0.17% 122
2013
Q3 		$946K Buy
+21,202
New +$891K 0.17% 123

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return