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Operose Advisors’s BorgWarner BWA Stock Holding History

Operose 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
Q1 		– Sell
-1,054
Closed -$37.8K – 655
2023
Q4 		$37.8K Hold
1,054
– – 0.02% 252
2023
Q3 		$42.5K Sell
1,054
-9,438
-90% -$400K 0.02% 338
2023
Q2 		$452K Buy
10,492
+9,047
+626% +$372K 0.2% 49
2023
Q1 		$62.5K Buy
+1,445
New +$59.8K 0.03% 144

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Operose Advisors's BWA Position: Q1 2024 in Review

Operose Advisors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 1,054 shares — an estimated $37.8K sold.

Operose Advisors first reported a position in BWA in Q1 2023 and held it in 4 quarters. The position peaked at $452K in Q2 2023. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Operose Advisors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Operose Advisors sold 1,054 BorgWarner shares in Q1 2024, an estimated $37.8K.
  • Operose Advisors first reported a position in BorgWarner in Q1 2023 and held it in 4 quarters.
  • Operose Advisors's BorgWarner position peaked at $452K in Q2 2023.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Operose Advisors's 13F filing for Q1 2024, filed 13 May 2024.