IBOK
BWA icon

Independence Bank of Kentucky’s BorgWarner BWA Stock Holding History

Independence Bank of Kentucky’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
2023
Q4 		– Sell
-100
Closed -$4.04K – 523
2023
Q3 		$4.04K Sell
100
-14
-12% -$593 ﹤0.01% 444
2023
Q2 		$4.89K Hold
114
– – ﹤0.01% 432
2023
Q1 		$4.91K Hold
114
– – ﹤0.01% 390
2022
Q4 		$4K Hold
114
– – ﹤0.01% 393
2022
Q3 		$3K Hold
114
– – ﹤0.01% 392
2022
Q2 		$3K Hold
114
– – ﹤0.01% 392
2022
Q1 		$4K Hold
114
– – ﹤0.01% 381
2021
Q4 		$5K Hold
114
– – ﹤0.01% 361
2021
Q3 		$4K Buy
+114
New +$4.53K ﹤0.01% 369

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

Independence Bank of Kentucky's BWA Position: Q4 2023 in Review

Independence Bank of Kentucky sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 100 shares — an estimated $4.04K sold.

Independence Bank of Kentucky first reported a position in BWA in Q3 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Independence Bank of Kentucky reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 100 BorgWarner shares in Q4 2023, an estimated $4.04K.
  • Independence Bank of Kentucky first reported a position in BorgWarner in Q3 2021 and held it in 9 quarters.
  • Independence Bank of Kentucky's BorgWarner position peaked at $5K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Independence Bank of Kentucky's 13F filing for Q4 2023, filed 23 Jan 2024.