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Outlook Wealth Advisors’s BorgWarner BWA Stock Holding History

Outlook 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
Q1 		– Sell
-13,879
Closed -$498K – 262
2023
Q4 		$498K Sell
13,879
-3,065
-18% -$109K 0.17% 121
2023
Q3 		$684K Sell
16,944
-1,783
-10% -$75.5K 0.26% 95
2023
Q2 		$806K Buy
18,727
+4,929
+36% +$203K 0.3% 80
2023
Q1 		$596K Buy
+13,798
New +$571K 0.27% 101
2021
Q3 		– Sell
-14,512
Closed -$620K – 213
2021
Q2 		$620K Sell
14,512
-847
-6% -$37.3K 0.2% 132
2021
Q1 		$627K Buy
15,359
+4,314
+39% +$168K 0.22% 117
2020
Q4 		$376K Buy
11,045
+788
+8% +$26.7K 0.14% 146
2020
Q3 		$350K Buy
10,257
+1,161
+13% +$39.9K 0.14% 140
2020
Q2 		$283K Buy
+9,096
New +$240K 0.12% 146

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 $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return

Outlook Wealth Advisors's BWA Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 13,879 shares — an estimated $498K sold.

Outlook Wealth Advisors first reported a position in BWA in Q2 2020 and held it in 9 quarters. The position peaked at $806K in Q2 2023. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 13,879 BorgWarner shares in Q1 2024, an estimated $498K.
  • Outlook Wealth Advisors first reported a position in BorgWarner in Q2 2020 and held it in 9 quarters.
  • Outlook Wealth Advisors's BorgWarner position peaked at $806K in Q2 2023.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.