Centerpoint Advisors’s BorgWarner BWA Stock Holding History

Centerpoint Advisors’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	-10	Closed	–	–	440
2023 Q3	$0	Sell	10 -1	-9%	-$42	﹤0.01%	563
2023 Q2	$0	Hold	11	–	–	﹤0.01%	564
2023 Q1	$0	Buy	+11	New	+$455	﹤0.01%	561

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Centerpoint Advisors's BWA Position: Q4 2023 in Review

Centerpoint Advisors sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 10 shares.

Centerpoint Advisors first reported a position in BWA in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

Centerpoint Advisors reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 10 BorgWarner shares in Q4 2023.
Centerpoint Advisors first reported a position in BorgWarner in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's BorgWarner position peaked at $0 in Q3 2023.
677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.