Executive Wealth Management’s BorgWarner BWA Stock Holding History

Executive 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
2024 Q4	–	Sell	-42,589	Closed	-$1.55M	–	258
2024 Q3	$1.55M	Buy	+42,589	New	+$1.4M	0.12%	127
2024 Q2	–	Sell	-56,121	Closed	-$1.97M	–	140
2024 Q1	$1.97M	Buy	56,121 +13,199	+31%	+$432K	0.17%	107
2023 Q4	$1.54M	Buy	42,922 +3,840	+10%	+$137K	0.14%	110
2023 Q3	$1.58M	Buy	+39,082	New	+$1.66M	0.16%	102
2019 Q3	–	Sell	-457	Closed	-$17K	–	222
2019 Q2	$17K	Buy	457 +3	+0.7%	+$106	﹤0.01%	494
2019 Q1	$15K	Hold	454	–	–	﹤0.01%	473
2018 Q4	$14K	Buy	+454	New	+$15.2K	﹤0.01%	493

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Executive Wealth Management's BWA Position: Q4 2024 in Review

Executive Wealth Management sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 42,589 shares — an estimated $1.55M sold.

Executive Wealth Management first reported a position in BWA in Q4 2018 and held it in 7 quarters. The position peaked at $1.97M in Q1 2024. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Executive Wealth Management reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 42,589 BorgWarner shares in Q4 2024, an estimated $1.55M.
Executive Wealth Management first reported a position in BorgWarner in Q4 2018 and held it in 7 quarters.
Executive Wealth Management's BorgWarner position peaked at $1.97M in Q1 2024.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.