FGAM
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Financial Gravity Asset Management’s BorgWarner BWA Stock Holding History

Financial Gravity Asset 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
-59
Closed -$2.04K – 1596
2024
Q1 		$2.04K Buy
59
+49
+490% +$1.6K ﹤0.01% 1087
2023
Q4 		$494 Buy
10
+5
+100% +$178 ﹤0.01% 1158
2023
Q3 		$250 Sell
5
-51
-91% -$2.16K ﹤0.01% 919
2023
Q2 		$820 Buy
+56
New +$2.3K ﹤0.01% 863
2023
Q1 		– Sell
-45
Closed -$515 – 1202
2022
Q4 		$515 Buy
+45
New +$1.53K ﹤0.01% 799
2019
Q2 		– Sell
-100
Closed -$4K – 1260
2019
Q1 		$4K Buy
+100
New +$3.46K ﹤0.01% 729
2018
Q3 		– Sell
-353
Closed -$14K – 1401
2018
Q2 		$14K Sell
353
-3
-0.8% -$132 0.01% 516
2018
Q1 		$15K Buy
+356
New +$16.5K 0.02% 531

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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