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Buckley Wealth Management’s BorgWarner BWA Stock Holding History

Buckley Wealth 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
2023
Q4 		– Sell
-5,533
Closed -$223K – 102
2023
Q3 		$223K Sell
5,533
-7,865
-59% -$333K 0.08% 95
2023
Q2 		$577K Buy
13,398
+8,025
+149% +$330K 0.2% 81
2023
Q1 		$232K Buy
+5,373
New +$222K 0.09% 97
2022
Q3 		– Sell
-10,686
Closed -$314K – 116
2022
Q2 		$314K Buy
10,686
+623
+6% +$20.5K 0.1% 114
2022
Q1 		$345K Buy
10,063
+4,481
+80% +$167K 0.09% 110
2021
Q4 		$221K Buy
+5,582
New +$224K 0.06% 123
2021
Q3 		– Sell
-6,668
Closed -$285K – 129
2021
Q2 		$285K Sell
6,668
-170
-2% -$7.49K 0.1% 108
2021
Q1 		$279K Buy
6,838
+59
+0.9% +$2.3K 0.1% 109
2020
Q4 		$231K Sell
6,779
-537
-7% -$18.2K 0.09% 110
2020
Q3 		$249K Sell
7,316
-7,277
-50% -$250K 0.11% 101
2020
Q2 		$453K Buy
14,593
+5,078
+53% +$134K 0.21% 83
2020
Q1 		$204K Buy
+9,515
New +$275K 0.11% 115

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

Buckley Wealth Management's BWA Position: Q4 2023 in Review

Buckley Wealth Management sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 5,533 shares — an estimated $223K sold.

Buckley Wealth Management first reported a position in BWA in Q1 2020 and held it in 12 quarters. The position peaked at $577K in Q2 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Buckley Wealth Management reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 5,533 BorgWarner shares in Q4 2023, an estimated $223K.
  • Buckley Wealth Management first reported a position in BorgWarner in Q1 2020 and held it in 12 quarters.
  • Buckley Wealth Management's BorgWarner position peaked at $577K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Buckley Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.