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Meridian Wealth Management’s BorgWarner BWA Stock Holding History

Meridian 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
Q3 		– Sell
-45,976
Closed -$1.35M – 503
2022
Q2 		$1.35M Buy
+45,976
New +$1.51M 0.11% 200
2018
Q1 		– Sell
-8,969
Closed -$404K – 180
2017
Q4 		$404K Hold
8,969
– – 0.25% 98
2017
Q3 		$404K Buy
+8,969
New +$366K 0.26% 94

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Victory Capital Management
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Management's BWA Position: Q3 2022 in Review

Meridian Wealth Management sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 45,976 shares — an estimated $1.35M sold.

Meridian Wealth Management first reported a position in BWA in Q3 2017 and held it in 3 quarters. The position peaked at $1.35M in Q2 2022. 601 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • Meridian Wealth Management reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 45,976 BorgWarner shares in Q3 2022, an estimated $1.35M.
  • Meridian Wealth Management first reported a position in BorgWarner in Q3 2017 and held it in 3 quarters.
  • Meridian Wealth Management's BorgWarner position peaked at $1.35M in Q2 2022.
  • 601 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.