FinTrust Capital Advisors’s BorgWarner BWA Stock Holding History

FinTrust Capital Advisors’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 Q3	$2.36K	Buy	65 +1	+2%	+$33	﹤0.01%	1193
2024 Q2	$2.06K	Hold	64	–	–	﹤0.01%	1185
2024 Q1	$2.22K	Hold	64	–	–	﹤0.01%	1092
2023 Q4	$2.29K	Sell	64 -1,570	-96%	-$56K	﹤0.01%	1063
2023 Q3	$66K	Sell	1,634 -599	-27%	-$25.4K	0.01%	410
2023 Q2	$79.1K	Hold	2,233	–	–	0.02%	381
2023 Q1	$79.1K	Hold	2,233	–	–	0.02%	379
2022 Q4	$79.1K	Buy	2,233 +1,406	+170%	+$47.8K	0.02%	379
2022 Q3	$25K	Hold	827	–	–	0.01%	671
2022 Q2	$27K	Sell	827 -454	-35%	-$15K	0.01%	653
2022 Q1	$44K	Buy	1,281 +977	+321%	+$36.5K	0.01%	590
2021 Q4	$12K	Buy	+304	New	+$12.2K	﹤0.01%	878

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

FinTrust Capital Advisors's BWA Position: Q3 2024 in Review

FinTrust Capital Advisors increased its BorgWarner (BWA) stake by 1.6% in Q3 2024, buying an estimated $33 and bringing the position to 65 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

FinTrust Capital Advisors first reported a position in BWA in Q4 2021 and has held it in 12 quarters since. The position peaked at $79.1K in Q2 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

FinTrust Capital Advisors held 65 shares of BorgWarner worth $2.36K as of Q3 2024.
FinTrust Capital Advisors bought 1 BorgWarner share in Q3 2024, an estimated $33.
BorgWarner made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1193 holding.
FinTrust Capital Advisors first reported a position in BorgWarner in Q4 2021 and has held it in 12 quarters since.
FinTrust Capital Advisors's BorgWarner position peaked at $79.1K in Q2 2023.
608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.