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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 $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $16B AUM 4.15% 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