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Belpointe Asset Management’s BorgWarner BWA Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-9,912
Closed -$360K – 870
2024
Q3 		$360K Buy
+9,912
New +$327K 0.02% 602
2023
Q2 		– Sell
-2,471
Closed -$107K – 970
2023
Q1 		$107K Buy
2,471
+1,092
+79% +$45.2K 0.01% 1265
2022
Q4 		$48.9K Buy
+1,379
New +$46.9K ﹤0.01% 1629

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Belpointe Asset Management's BWA Position: Q4 2024 in Review

Belpointe Asset Management sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 9,912 shares — an estimated $360K sold.

Belpointe Asset Management first reported a position in BWA in Q4 2022 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

  • Belpointe Asset Management reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 9,912 BorgWarner shares in Q4 2024, an estimated $360K.
  • Belpointe Asset Management first reported a position in BorgWarner in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's BorgWarner position peaked at $360K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.