Independent Financial Group’s BorgWarner BWA Stock Holding History

Independent Financial Group’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	-6,115	Closed	-$247K	–	960
2023 Q3	$247K	Buy	+6,115	New	+$259K	0.02%	754

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Independent Financial Group's BWA Position: Q4 2023 in Review

Independent Financial Group sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 6,115 shares — an estimated $247K sold.

Independent Financial Group first reported a position in BWA in Q3 2023 and held it in 1 quarter. The position peaked at $247K in Q3 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

Independent Financial Group reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 6,115 BorgWarner shares in Q4 2023, an estimated $247K.
Independent Financial Group first reported a position in BorgWarner in Q3 2023 and held it in 1 quarter.
Independent Financial Group's BorgWarner position peaked at $247K in Q3 2023.
677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.