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Pacific Capital Wealth Advisors’s BorgWarner BWA Stock Holding History

Pacific Capital 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
Q2 		– Sell
-51
Closed -$1.77K – 565
2024
Q1 		$1.77K Buy
+51
New +$1.67K ﹤0.01% 450

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Harris Associates
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's BWA Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 51 shares — an estimated $1.77K sold.

Pacific Capital Wealth Advisors first reported a position in BWA in Q1 2024 and held it in 1 quarter. The position peaked at $1.77K in Q1 2024. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 51 BorgWarner shares in Q2 2024, an estimated $1.77K.
  • Pacific Capital Wealth Advisors first reported a position in BorgWarner in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's BorgWarner position peaked at $1.77K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.