CM Wealth Advisors’s BorgWarner BWA Stock Holding History

CM Wealth 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 Q2	–	Sell	-19,406	Closed	-$823K	–	200
2023 Q1	$823K	Buy	+19,406	New	+$804K	0.16%	191

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CM Wealth Advisors's BWA Position: Q2 2023 in Review

CM Wealth Advisors sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 19,406 shares — an estimated $823K sold.

CM Wealth Advisors first reported a position in BWA in Q1 2023 and held it in 1 quarter. The position peaked at $823K in Q1 2023. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

CM Wealth Advisors reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 19,406 BorgWarner shares in Q2 2023, an estimated $823K.
CM Wealth Advisors first reported a position in BorgWarner in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's BorgWarner position peaked at $823K in Q1 2023.
728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.