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Conscious Wealth Investments’s BorgWarner BWA Stock Holding History

Conscious Wealth Investments’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
Q3 		– Sell
-81,684
Closed -$2.66M – 50
2024
Q2 		$2.66M Buy
81,684
+478
+0.6% +$16.6K 1.91% 30
2024
Q1 		$2.63M Buy
81,206
+480
+0.6% +$15.7K 2% 28
2023
Q4 		$2.73M Buy
+80,726
New +$2.88M 2.17% 20

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Conscious Wealth Investments's BWA Position: Q3 2024 in Review

Conscious Wealth Investments sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 81,684 shares — an estimated $2.66M sold.

Conscious Wealth Investments first reported a position in BWA in Q4 2023 and held it in 3 quarters. The position peaked at $2.73M in Q4 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Conscious Wealth Investments reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Conscious Wealth Investments sold 81,684 BorgWarner shares in Q3 2024, an estimated $2.66M.
  • Conscious Wealth Investments first reported a position in BorgWarner in Q4 2023 and held it in 3 quarters.
  • Conscious Wealth Investments's BorgWarner position peaked at $2.73M in Q4 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Conscious Wealth Investments's 13F filing for Q3 2024, filed 24 Oct 2024.