Focused Wealth Management’s BorgWarner BWA Stock Holding History

Focused Wealth 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
2023 Q4	–	Sell	-13,000	Closed	-$12.3K	–	1034
2023 Q3	$12.3K	Buy	+13,000	New	+$551K	﹤0.01%	489

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

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

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

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

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

Focused Wealth Management's BWA Position: Q4 2024 in Review

Focused Wealth Management sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 456 shares — an estimated $231K sold.

Focused Wealth Management first reported a position in BWA in Q2 2019 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Focused Wealth Management reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 456 BorgWarner shares in Q4 2024, an estimated $231K.
Focused Wealth Management first reported a position in BorgWarner in Q2 2019 and held it in 3 quarters.
Focused Wealth Management's BorgWarner position peaked at $231K in Q3 2024.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.