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Kestra Private Wealth Services’s BorgWarner BWA Stock Holding History

Kestra Private Wealth Services’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
-6,075
Closed -$245K – 1228
2023
Q3 		$245K Buy
+6,075
New +$257K 0.01% 956

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Victory Capital Management
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Morgan Stanley
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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

Kestra Private Wealth Services's BWA Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 6,075 shares — an estimated $245K sold.

Kestra Private Wealth Services first reported a position in BWA in Q3 2023 and held it in 1 quarter. The position peaked at $245K in Q3 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,075 BorgWarner shares in Q4 2023, an estimated $245K.
  • Kestra Private Wealth Services first reported a position in BorgWarner in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's BorgWarner position peaked at $245K in Q3 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.