Geller Advisors’s BorgWarner BWA Stock Holding History

Geller 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 Q4	–	Sell	-5,829	Closed	-$212K	–	256
2024 Q3	$212K	Buy	+5,829	New	+$192K	0.01%	255
2023 Q3	–	Sell	-5,037	Closed	-$217K	–	249
2023 Q2	$217K	Buy	+5,037	New	+$207K	0.03%	236

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

Geller Advisors's BWA Position: Q4 2024 in Review

Geller Advisors sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 5,829 shares — an estimated $212K sold.

Geller Advisors first reported a position in BWA in Q2 2023 and held it in 2 quarters. The position peaked at $217K in Q2 2023. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Geller Advisors reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
Geller Advisors sold 5,829 BorgWarner shares in Q4 2024, an estimated $212K.
Geller Advisors first reported a position in BorgWarner in Q2 2023 and held it in 2 quarters.
Geller Advisors's BorgWarner position peaked at $217K in Q2 2023.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.