Concord Wealth Partners’s BorgWarner BWA Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-12	Closed	-$452	–	1024
2022 Q4	$452	Buy	+12	New	+$408	﹤0.01%	1158
2022 Q3	–	Sell	-66	Closed	-$2K	–	289
2022 Q2	$2K	Sell	66 -66	-50%	-$2.17K	﹤0.01%	997
2022 Q1	$5K	Sell	132 -21	-14%	-$784	﹤0.01%	900
2021 Q4	$6K	Buy	153 +110	+256%	+$4.42K	﹤0.01%	900
2021 Q3	$2K	Sell	43 -118	-73%	-$4.69K	﹤0.01%	735
2021 Q2	$7K	Sell	161 -99	-38%	-$4.36K	﹤0.01%	679
2021 Q1	$11K	Buy	+260	New	+$10.1K	﹤0.01%	569

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's BWA Position: Q1 2023 in Review

Concord Wealth Partners sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 12 shares — an estimated $452 sold.

Concord Wealth Partners first reported a position in BWA in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

Concord Wealth Partners reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 12 BorgWarner shares in Q1 2023, an estimated $452.
Concord Wealth Partners first reported a position in BorgWarner in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's BorgWarner position peaked at $11K in Q1 2021.
707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.