OWA
BWA icon

Opal Wealth Advisors’s BorgWarner BWA Stock Holding History

Opal 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
2024
Q3 		– Sell
-7
Closed -$226 – 330
2024
Q2 		$226 Buy
+7
New +$242 ﹤0.01% 1209

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Opal Wealth Advisors's BWA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 7 shares — an estimated $226 sold.

Opal Wealth Advisors first reported a position in BWA in Q2 2024 and held it in 1 quarter. The position peaked at $226 in Q2 2024. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 7 BorgWarner shares in Q3 2024, an estimated $226.
  • Opal Wealth Advisors first reported a position in BorgWarner in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's BorgWarner position peaked at $226 in Q2 2024.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.