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Morton Brown Family Wealth’s BorgWarner BWA Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-40
Closed -$1.72K – 194
2023
Q1 		$1.72K Buy
+40
New +$1.66K ﹤0.01% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morton Brown Family Wealth's BWA Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 40 shares — an estimated $1.72K sold.

Morton Brown Family Wealth first reported a position in BWA in Q1 2023 and held it in 1 quarter. The position peaked at $1.72K in Q1 2023. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 40 BorgWarner shares in Q2 2023, an estimated $1.72K.
  • Morton Brown Family Wealth first reported a position in BorgWarner in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's BorgWarner position peaked at $1.72K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.