Cassady Schiller Wealth Management’s BorgWarner BWA Stock Holding History

Cassady Schiller 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
2024 Q4	$254	Buy	+8	New	+$272	﹤0.01%	1060
2023 Q3	–	Sell	-23	Closed	-$978	–	453
2023 Q2	$978	Hold	23	–	–	﹤0.01%	440
2023 Q1	$982	Hold	23	–	–	﹤0.01%	422
2022 Q4	$805	Buy	+23	New	+$782	﹤0.01%	443
2022 Q1	–	Sell	-7	Closed	–	–	172
2021 Q4	$0	Buy	+7	New	+$281	﹤0.01%	556

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cassady Schiller Wealth Management's BWA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in BorgWarner (BWA) in Q4 2024: 8 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BWA as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in BWA in Q4 2021 and has held it in 5 quarters since. The position peaked at $982 in Q1 2023. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of BorgWarner worth $254 as of Q4 2024.
BorgWarner was a new Cassady Schiller Wealth Management position in Q4 2024.
BorgWarner made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1060 holding.
Cassady Schiller Wealth Management first reported a position in BorgWarner in Q4 2021 and has held it in 5 quarters since.
Cassady Schiller Wealth Management's BorgWarner position peaked at $982 in Q1 2023.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.