MWM
BWA icon

Mascoma Wealth Management’s BorgWarner BWA Stock Holding History

Mascoma 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
2022
Q4 		– Sell
-126
Closed -$3K – 629
2022
Q3 		$3K Sell
126
-28
-18% -$903 ﹤0.01% 522
2022
Q2 		$5K Sell
154
-370
-71% -$12.2K ﹤0.01% 492
2022
Q1 		$18K Buy
524
+114
+28% +$4.26K 0.01% 381
2021
Q4 		$16K Buy
+410
New +$16.5K 0.01% 354

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mascoma Wealth Management's BWA Position: Q4 2022 in Review

Mascoma Wealth Management sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 126 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in BWA in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q1 2022. 649 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

  • Mascoma Wealth Management reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 126 BorgWarner shares in Q4 2022, an estimated $3K.
  • Mascoma Wealth Management first reported a position in BorgWarner in Q4 2021 and held it in 4 quarters.
  • Mascoma Wealth Management's BorgWarner position peaked at $18K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.