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Moisand Fitzgerald Tamayo’s BorgWarner BWA Stock Holding History

Moisand Fitzgerald Tamayo’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
-49
Closed -$1.98K – 674
2023
Q3 		$1.98K Sell
49
-7
-13% -$297 ﹤0.01% 563
2023
Q2 		$2.4K Hold
56
– – ﹤0.01% 514
2023
Q1 		$2.41K Hold
56
– – ﹤0.01% 524
2022
Q4 		$1.97K Buy
56
+28
+100% +$952 ﹤0.01% 561
2022
Q3 		$1K Buy
+28
New +$903 ﹤0.01% 571

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Moisand Fitzgerald Tamayo's BWA Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 49 shares — an estimated $1.98K sold.

Moisand Fitzgerald Tamayo first reported a position in BWA in Q3 2022 and held it in 5 quarters. The position peaked at $2.41K in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 49 BorgWarner shares in Q4 2023, an estimated $1.98K.
  • Moisand Fitzgerald Tamayo first reported a position in BorgWarner in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's BorgWarner position peaked at $2.41K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.