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Curi Wealth Management’s BorgWarner BWA Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-5
Closed – – 259
2022
Q2 		$0 Hold
5
– – ﹤0.01% 630
2022
Q1 		$0 Hold
5
– – ﹤0.01% 522
2021
Q4 		$0 Buy
+5
New +$201 ﹤0.01% 492
2021
Q1 		– Sell
-3
Closed – – 152
2020
Q4 		$0 Buy
+3
New +$102 ﹤0.01% 399

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's BWA Position: Q3 2022 in Review

Curi Wealth Management sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in BWA in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 601 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • Curi Wealth Management reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 BorgWarner shares in Q3 2022.
  • Curi Wealth Management first reported a position in BorgWarner in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's BorgWarner position peaked at $0 in Q2 2022.
  • 601 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.