MCC
BWA icon

Money Concepts Capital’s BorgWarner BWA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,506
Closed -$124K – 808
2022
Q4 		$124K Sell
3,506
-393
-10% -$13.4K 0.01% 885
2022
Q3 		$108K Buy
3,899
+638
+20% +$20.6K 0.01% 558
2022
Q2 		$98K Sell
3,261
-149
-4% -$4.91K 0.01% 569
2022
Q1 		$117K Buy
+3,410
New +$127K 0.01% 930

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's BWA Position: Q1 2023 in Review

Money Concepts Capital sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 3,506 shares — an estimated $124K sold.

Money Concepts Capital first reported a position in BWA in Q1 2022 and held it in 4 quarters. The position peaked at $124K in Q4 2022. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

  • Money Concepts Capital reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,506 BorgWarner shares in Q1 2023, an estimated $124K.
  • Money Concepts Capital first reported a position in BorgWarner in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's BorgWarner position peaked at $124K in Q4 2022.
  • 707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.