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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 $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 $3.37T AUM 44.26% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Baldwin Wealth Partners's BWA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 34 shares — an estimated $1.1K sold.

Baldwin Wealth Partners first reported a position in BWA in Q3 2013 and held it in 7 quarters. The position peaked at $1.28M in Q2 2014. 609 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 34 BorgWarner shares in Q3 2024, an estimated $1.1K.
  • Baldwin Wealth Partners first reported a position in BorgWarner in Q3 2013 and held it in 7 quarters.
  • Baldwin Wealth Partners's BorgWarner position peaked at $1.28M in Q2 2014.
  • 609 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.