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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
-7
Closed -$235 – 1467
2024
Q1 		$235 Buy
7
+2
+40% +$65 ﹤0.01% 928
2023
Q4 		$244 Buy
+5
New +$178 ﹤0.01% 1017
2019
Q2 		– Sell
-100
Closed -$4K – 1257
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 $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's BWA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 7 shares — an estimated $235 sold.

Financial Gravity Asset Management first reported a position in BWA in Q1 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2018. 637 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 7 BorgWarner shares in Q2 2024, an estimated $235.
  • Financial Gravity Asset Management first reported a position in BorgWarner in Q1 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's BorgWarner position peaked at $15K in Q1 2018.
  • 637 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.