Mark Sheptoff Financial Planning’s BorgWarner BWA Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-18	Closed	-$580	–	435
2024 Q2	$580	Hold	18	–	–	﹤0.01%	412
2024 Q1	$625	Hold	18	–	–	﹤0.01%	384
2023 Q4	$645	Hold	18	–	–	﹤0.01%	378
2023 Q3	$727	Sell	18 -2	-10%	-$85	﹤0.01%	361
2023 Q2	$880	Hold	20	–	–	﹤0.01%	367
2023 Q1	$884	Hold	20	–	–	﹤0.01%	364
2022 Q4	$725	Hold	20	–	–	﹤0.01%	373
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	343
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	355
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	401
2021 Q4	$1K	Buy	+20	New	+$803	﹤0.01%	430
2017 Q4	–	Sell	-74	Closed	-$3K	–	368
2017 Q3	$3K	Hold	74	–	–	﹤0.01%	333
2017 Q2	$3K	Sell	74 -1	-1%	-$36	﹤0.01%	323
2017 Q1	$3K	Buy	75 +1	+1%	+$36	﹤0.01%	323
2016 Q4	$3K	Hold	74	–	–	﹤0.01%	313
2016 Q3	$2K	Buy	+74	New	+$2.18K	﹤0.01%	323

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's BWA Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 18 shares — an estimated $580 sold.

Mark Sheptoff Financial Planning first reported a position in BWA in Q3 2016 and held it in 16 quarters. The position peaked at $3K in Q3 2017. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

Mark Sheptoff Financial Planning reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 18 BorgWarner shares in Q3 2024, an estimated $580.
Mark Sheptoff Financial Planning first reported a position in BorgWarner in Q3 2016 and held it in 16 quarters.
Mark Sheptoff Financial Planning's BorgWarner position peaked at $3K in Q3 2017.
608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.