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Coppell Advisory Solutions Corp’s BorgWarner BWA Stock Holding History

Coppell Advisory Solutions Corp’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
-114
Closed -$4.03K – 317
2022
Q4 		$4.03K Buy
+114
New +$3.88K ﹤0.01% 756

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's BWA Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 114 shares — an estimated $4.03K sold.

Coppell Advisory Solutions Corp first reported a position in BWA in Q4 2022 and held it in 1 quarter. The position peaked at $4.03K in Q4 2022. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 114 BorgWarner shares in Q1 2023, an estimated $4.03K.
  • Coppell Advisory Solutions Corp first reported a position in BorgWarner in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's BorgWarner position peaked at $4.03K in Q4 2022.
  • 707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.