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Janiczek Wealth Management’s BorgWarner BWA Stock Holding History

Janiczek Wealth Management’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
Q2 		$11.5K Sell
356
-8
-2% -$277 ﹤0.01% 643
2024
Q1 		$12.6K Buy
364
+63
+21% +$2.06K ﹤0.01% 640
2023
Q4 		$10.8K Sell
301
-23
-7% -$821 ﹤0.01% 655
2023
Q3 		$13.1K Sell
324
-21
-6% -$890 ﹤0.01% 589
2023
Q2 		$14.9K Sell
345
-9
-3% -$370 ﹤0.01% 497
2023
Q1 		$15.2K Buy
354
+9
+3% +$373 ﹤0.01% 497
2022
Q4 		$13.6K Buy
345
+71
+26% +$2.42K ﹤0.01% 513
2022
Q3 		$8K Buy
274
+102
+59% +$3.29K ﹤0.01% 574
2022
Q2 		$6K Sell
172
-174
-50% -$5.73K ﹤0.01% 630
2022
Q1 		$12K Buy
346
+65
+23% +$2.43K ﹤0.01% 537
2021
Q4 		$11K Hold
281
– – ﹤0.01% 577
2021
Q3 		$11K Sell
281
-45
-14% -$1.79K ﹤0.01% 553
2021
Q2 		$14K Buy
326
+70
+27% +$3.08K 0.01% 496
2021
Q1 		$10K Buy
256
+53
+26% +$2.07K ﹤0.01% 523
2020
Q4 		$7K Buy
203
+18
+10% +$610 ﹤0.01% 517
2020
Q3 		$6K Buy
185
+99
+115% +$3.4K ﹤0.01% 308
2020
Q2 		$3K Buy
+86
New +$2.27K ﹤0.01% 233

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's BWA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its BorgWarner (BWA) stake by 2.2% in Q2 2024, selling an estimated $277 and leaving 356 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Janiczek Wealth Management first reported a position in BWA in Q2 2020 and has held it in 17 quarters since. The position peaked at $15.2K in Q1 2023. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Janiczek Wealth Management held 356 shares of BorgWarner worth $11.5K as of Q2 2024.
  • Janiczek Wealth Management sold 8 BorgWarner shares in Q2 2024, an estimated $277.
  • BorgWarner made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #643 holding.
  • Janiczek Wealth Management first reported a position in BorgWarner in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's BorgWarner position peaked at $15.2K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.