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Financial Management Professionals’s BorgWarner BWA Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-107
Closed -$4K – 954
2023
Q4 		$4K Sell
107
-69
-39% -$2.46K ﹤0.01% 669
2023
Q3 		$7K Sell
176
-24
-12% -$1.02K ﹤0.01% 544
2023
Q2 		$9K Buy
200
+52
+35% +$2.14K ﹤0.01% 549
2023
Q1 		$6K Buy
148
+26
+21% +$1.08K ﹤0.01% 643
2022
Q4 		$4K Buy
+122
New +$4.15K ﹤0.01% 648
2022
Q1 		– Sell
-9
Closed – – 1023
2021
Q4 		$0 Sell
9
-2
-18% -$80 ﹤0.01% 965
2021
Q3 		$0 Hold
11
– – ﹤0.01% 945
2021
Q2 		$0 Buy
+11
New +$484 ﹤0.01% 896

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Management Professionals's BWA Position: Q1 2024 in Review

Financial Management Professionals sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 107 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in BWA in Q2 2021 and held it in 8 quarters. The position peaked at $9K in Q2 2023. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Financial Management Professionals reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 107 BorgWarner shares in Q1 2024, an estimated $4K.
  • Financial Management Professionals first reported a position in BorgWarner in Q2 2021 and held it in 8 quarters.
  • Financial Management Professionals's BorgWarner position peaked at $9K in Q2 2023.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.