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Integrated Advisors Network’s BorgWarner BWA Stock Holding History

Integrated Advisors Network’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
-83,151
Closed -$3.36M – 668
2023
Q3 		$3.36M Sell
83,151
-14,163
-15% -$600K 0.21% 138
2023
Q2 		$4.19M Sell
97,314
-3,422
-3% -$141K 0.24% 111
2023
Q1 		$4.35M Sell
100,736
-12,746
-11% -$528K 0.26% 100
2022
Q4 		$4.02M Buy
113,482
+8,989
+9% +$306K 0.26% 112
2022
Q3 		$2.89M Buy
104,493
+15,265
+17% +$492K 0.2% 139
2022
Q2 		$2.62M Buy
89,228
+6,636
+8% +$219K 0.17% 158
2022
Q1 		$2.83M Buy
82,592
+4,123
+5% +$154K 0.17% 162
2021
Q4 		$3.11M Buy
78,469
+2,055
+3% +$82.5K 0.18% 143
2021
Q3 		$2.91M Buy
76,414
+5,100
+7% +$203K 0.19% 139
2021
Q2 		$3.05M Buy
71,314
+1,159
+2% +$51K 0.22% 126
2021
Q1 		$2.86M Buy
+70,155
New +$2.73M 0.26% 115

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 $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Advisors Network's BWA Position: Q4 2023 in Review

Integrated Advisors Network sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 83,151 shares — an estimated $3.36M sold.

Integrated Advisors Network first reported a position in BWA in Q1 2021 and held it in 11 quarters. The position peaked at $4.35M in Q1 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Integrated Advisors Network reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 83,151 BorgWarner shares in Q4 2023, an estimated $3.36M.
  • Integrated Advisors Network first reported a position in BorgWarner in Q1 2021 and held it in 11 quarters.
  • Integrated Advisors Network's BorgWarner position peaked at $4.35M in Q1 2023.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.