EWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return