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FSA Wealth Management’s BorgWarner BWA Stock Holding History

FSA 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
2024
Q1 		– Sell
-150
Closed -$5K – 625
2023
Q4 		$5K Buy
+150
New +$5.35K ﹤0.01% 415

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Harris Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FSA Wealth Management's BWA Position: Q1 2024 in Review

FSA Wealth Management sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 150 shares — an estimated $5K sold.

FSA Wealth Management first reported a position in BWA in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • FSA Wealth Management reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • FSA Wealth Management sold 150 BorgWarner shares in Q1 2024, an estimated $5K.
  • FSA Wealth Management first reported a position in BorgWarner in Q4 2023 and held it in 1 quarter.
  • FSA Wealth Management's BorgWarner position peaked at $5K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.