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J.W. Coons Advisors’s BorgWarner BWA Stock Holding History

J.W. Coons Advisors’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
2024
Q1 		– Sell
-5,600
Closed -$201K – 241
2023
Q4 		$201K Hold
5,600
– – 0.05% 239
2023
Q3 		$226K Sell
5,600
-762
-12% -$32.3K 0.07% 213
2023
Q2 		$274K Hold
6,362
– – 0.07% 203
2023
Q1 		$275K Hold
6,362
– – 0.08% 197
2022
Q4 		$225K Buy
+6,362
New +$216K 0.07% 212
2022
Q2 		– Sell
-6,362
Closed -$218K – 244
2022
Q1 		$218K Hold
6,362
– – 0.07% 245
2021
Q4 		$253K Hold
6,362
– – 0.08% 216
2021
Q3 		$242K Hold
6,362
– – 0.08% 215
2021
Q2 		$272K Hold
6,362
– – 0.1% 183
2021
Q1 		$259K Buy
+6,362
New +$248K 0.09% 185

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Coons Advisors's BWA Position: Q1 2024 in Review

J.W. Coons Advisors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 5,600 shares — an estimated $201K sold.

J.W. Coons Advisors first reported a position in BWA in Q1 2021 and held it in 10 quarters. The position peaked at $275K in Q1 2023. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • J.W. Coons Advisors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 5,600 BorgWarner shares in Q1 2024, an estimated $201K.
  • J.W. Coons Advisors first reported a position in BorgWarner in Q1 2021 and held it in 10 quarters.
  • J.W. Coons Advisors's BorgWarner position peaked at $275K in Q1 2023.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.