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Heritage Wealth Management (Arizona)’s BorgWarner BWA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$966 Buy
27
+13
+93% +$442 ﹤0.01% 1029
2022
Q3 		$0 Buy
+14
New +$452 ﹤0.01% 1017

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BWA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its BorgWarner (BWA) stake by 93% in Q4 2022, buying an estimated $442 and bringing the position to 27 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Heritage Wealth Management (Arizona) first reported a position in BWA in Q3 2022 and has held it in 2 quarters since. 649 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 27 shares of BorgWarner worth $966 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 13 BorgWarner shares in Q4 2022, an estimated $442.
  • BorgWarner made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1029 holding.
  • Heritage Wealth Management (Arizona) first reported a position in BorgWarner in Q3 2022 and has held it in 2 quarters since.
  • 649 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.