Gradient Investments’s BorgWarner BWA Stock Holding History

Gradient Investments’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	-1,205	Closed	-$38.8K	–	439
2024 Q2	$38.8K	Buy	1,205 +1,106	+1,117%	+$38.3K	﹤0.01%	529
2024 Q1	$3.44K	Hold	99	–	–	﹤0.01%	776
2023 Q4	$3.55K	Sell	99 -10	-9%	-$357	﹤0.01%	1078
2023 Q3	$4.4K	Sell	109 -15	-12%	-$635	﹤0.01%	980
2023 Q2	$5.33K	Buy	124 +12	+11%	+$494	﹤0.01%	941
2023 Q1	$4.86K	Buy	112 +10	+10%	+$414	﹤0.01%	957
2022 Q4	$3.62K	Hold	102	–	–	﹤0.01%	988
2022 Q3	$3K	Sell	102 -79	-44%	-$2.55K	﹤0.01%	1043
2022 Q2	$5K	Buy	181 +79	+77%	+$2.6K	﹤0.01%	883
2022 Q1	$4K	Hold	102	–	–	﹤0.01%	913
2021 Q4	$4K	Buy	+102	New	+$4.1K	﹤0.01%	962
2021 Q1	–	Sell	-37	Closed	-$1K	–	1158
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	1020
2020 Q3	$1K	Buy	+37	New	+$1.27K	﹤0.01%	1025
2015 Q2	–	Sell	-745	Closed	-$40K	–	632
2015 Q1	$40K	Buy	+745	New	+$37.9K	0.01%	265

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

Gradient Investments's BWA Position: Q3 2024 in Review

Gradient Investments sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 1,205 shares — an estimated $38.8K sold.

Gradient Investments first reported a position in BWA in Q1 2015 and held it in 14 quarters. The position peaked at $40K in Q1 2015. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

Gradient Investments reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,205 BorgWarner shares in Q3 2024, an estimated $38.8K.
Gradient Investments first reported a position in BorgWarner in Q1 2015 and held it in 14 quarters.
Gradient Investments's BorgWarner position peaked at $40K in Q1 2015.
608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.