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GHP Investment Advisors’s BorgWarner BWA Stock Holding History

GHP Investment 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 		– Sell
-185
Closed -$5.96K – 992
2024
Q2 		$5.96K Hold
185
– – ﹤0.01% 761
2024
Q1 		$6.43K Hold
185
– – ﹤0.01% 693
2023
Q4 		$6.63K Sell
185
-1,582
-90% -$56.5K ﹤0.01% 686
2023
Q3 		$68.4K Sell
1,767
-240
-12% -$10.2K ﹤0.01% 466
2023
Q2 		$72K Buy
2,007
+1,797
+856% +$73.9K ﹤0.01% 456
2023
Q1 		$9.09K Hold
210
– – ﹤0.01% 702
2022
Q4 		$7.45K Hold
210
– – ﹤0.01% 736
2022
Q3 		$6K Hold
210
– – ﹤0.01% 762
2022
Q2 		$6K Hold
210
– – ﹤0.01% 772
2022
Q1 		$7K Buy
+210
New +$7.84K ﹤0.01% 779

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

GHP Investment Advisors's BWA Position: Q3 2024 in Review

GHP Investment Advisors sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 185 shares — an estimated $5.96K sold.

GHP Investment Advisors first reported a position in BWA in Q1 2022 and held it in 10 quarters. The position peaked at $72K in Q2 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • GHP Investment Advisors reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 185 BorgWarner shares in Q3 2024, an estimated $5.96K.
  • GHP Investment Advisors first reported a position in BorgWarner in Q1 2022 and held it in 10 quarters.
  • GHP Investment Advisors's BorgWarner position peaked at $72K in Q2 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.