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One Wealth Advisors’s BorgWarner BWA Stock Holding History

One Wealth Advisors’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
-5,560
Closed -$224K – 213
2023
Q3 		$224K Buy
5,560
+392
+8% +$16.6K 0.05% 169
2023
Q2 		$222K Buy
+5,168
New +$213K 0.05% 188
2018
Q3 		– Sell
-85
Closed -$3K – 570
2018
Q2 		$3K Sell
85
-37
-30% -$1.63K ﹤0.01% 460
2018
Q1 		$5K Hold
122
– – ﹤0.01% 357
2017
Q4 		$5K Buy
+122
New +$5.64K ﹤0.01% 399

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

One Wealth Advisors's BWA Position: Q4 2023 in Review

One Wealth Advisors sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 5,560 shares — an estimated $224K sold.

One Wealth Advisors first reported a position in BWA in Q4 2017 and held it in 5 quarters. The position peaked at $224K in Q3 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • One Wealth Advisors reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • One Wealth Advisors sold 5,560 BorgWarner shares in Q4 2023, an estimated $224K.
  • One Wealth Advisors first reported a position in BorgWarner in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's BorgWarner position peaked at $224K in Q3 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.