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NewEdge Wealth’s BorgWarner BWA Stock Holding History

NewEdge 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
Q4 		– Sell
-6,206
Closed -$251K – 740
2023
Q3 		$251K Sell
6,206
-459
-7% -$19.4K 0.01% 573
2023
Q2 		$287K Sell
6,665
-9
-0.1% -$370 0.01% 553
2023
Q1 		$289K Buy
6,674
+970
+17% +$40.2K 0.01% 509
2022
Q4 		$202K Buy
+5,704
New +$194K 0.01% 517

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

NewEdge Wealth's BWA Position: Q4 2023 in Review

NewEdge Wealth sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 6,206 shares — an estimated $251K sold.

NewEdge Wealth first reported a position in BWA in Q4 2022 and held it in 4 quarters. The position peaked at $289K in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • NewEdge Wealth reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • NewEdge Wealth sold 6,206 BorgWarner shares in Q4 2023, an estimated $251K.
  • NewEdge Wealth first reported a position in BorgWarner in Q4 2022 and held it in 4 quarters.
  • NewEdge Wealth's BorgWarner position peaked at $289K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.