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Kingsview Wealth Management’s BorgWarner BWA Stock Holding History

Kingsview 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
Q1 		– Sell
-10,528
Closed -$377K – 1018
2023
Q4 		$377K Sell
10,528
-5,512
-34% -$197K 0.01% 706
2023
Q3 		$648K Sell
16,040
-41,191
-72% -$1.74M 0.02% 552
2023
Q2 		$2.46M Buy
+57,231
New +$2.35M 0.1% 215

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Kingsview Wealth Management's BWA Position: Q1 2024 in Review

Kingsview Wealth Management sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 10,528 shares — an estimated $377K sold.

Kingsview Wealth Management first reported a position in BWA in Q2 2023 and held it in 3 quarters. The position peaked at $2.46M in Q2 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Kingsview Wealth Management reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,528 BorgWarner shares in Q1 2024, an estimated $377K.
  • Kingsview Wealth Management first reported a position in BorgWarner in Q2 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's BorgWarner position peaked at $2.46M in Q2 2023.
  • 655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.