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Fernwood Investment Management’s BorgWarner BWA Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-642
Closed -$22.3K – 262
2024
Q1 		$22.3K Buy
+642
New +$21K 0.01% 439

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Harris Associates
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Dimensional Fund Advisors
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State Street
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fernwood Investment Management's BWA Position: Q2 2024 in Review

Fernwood Investment Management sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 642 shares — an estimated $22.3K sold.

Fernwood Investment Management first reported a position in BWA in Q1 2024 and held it in 1 quarter. The position peaked at $22.3K in Q1 2024. 636 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Fernwood Investment Management reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 642 BorgWarner shares in Q2 2024, an estimated $22.3K.
  • Fernwood Investment Management first reported a position in BorgWarner in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's BorgWarner position peaked at $22.3K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.