First Personal Financial Services’s BorgWarner BWA Stock Holding History

First Personal Financial Services’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	$8.17K	Hold	225	–	–	﹤0.01%	320
2024 Q2	$7.25K	Hold	225	–	–	﹤0.01%	298
2024 Q1	$7.82K	Hold	225	–	–	﹤0.01%	296
2023 Q4	$8.07K	Hold	225	–	–	﹤0.01%	314
2023 Q3	$9.08K	Sell	225 -31	-12%	-$1.31K	﹤0.01%	309
2023 Q2	$11K	Hold	256	–	–	﹤0.01%	304
2023 Q1	$11.1K	Hold	256	–	–	﹤0.01%	317
2022 Q4	$9.06K	Hold	256	–	–	﹤0.01%	332
2022 Q3	$7K	Hold	256	–	–	﹤0.01%	360
2022 Q2	$8K	Hold	256	–	–	﹤0.01%	290
2022 Q1	$9K	Hold	256	–	–	﹤0.01%	299
2021 Q4	$10K	Buy	+256	New	+$10.3K	﹤0.01%	290
2018 Q2	–	Sell	-119	Closed	-$5K	–	692
2018 Q1	$5K	Sell	119 -1	-0.8%	-$46	﹤0.01%	911
2017 Q4	$5K	Buy	+120	New	+$5.55K	﹤0.01%	889

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

First Personal Financial Services's BWA Position: Q3 2024 in Review

First Personal Financial Services held its BorgWarner (BWA) position steady in Q3 2024 at 225 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

First Personal Financial Services first reported a position in BWA in Q4 2017 and has held it in 14 quarters since. The position peaked at $11.1K in Q1 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

First Personal Financial Services held 225 shares of BorgWarner worth $8.17K as of Q3 2024.
First Personal Financial Services left its BorgWarner share count unchanged in Q3 2024.
BorgWarner made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #320 holding.
First Personal Financial Services first reported a position in BorgWarner in Q4 2017 and has held it in 14 quarters since.
First Personal Financial Services's BorgWarner position peaked at $11.1K in Q1 2023.
608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.