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Partnership Wealth Management’s BorgWarner BWA Stock Holding History

Partnership Wealth Management’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
-390
Closed -$12.6K – 193
2024
Q2 		$12.6K Sell
390
-270
-41% -$9.35K 0.01% 188
2024
Q1 		$22.9K Buy
+660
New +$21.6K 0.02% 171

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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

Partnership Wealth Management's BWA Position: Q3 2024 in Review

Partnership Wealth Management sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 390 shares — an estimated $12.6K sold.

Partnership Wealth Management first reported a position in BWA in Q1 2024 and held it in 2 quarters. The position peaked at $22.9K in Q1 2024. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Partnership Wealth Management reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 390 BorgWarner shares in Q3 2024, an estimated $12.6K.
  • Partnership Wealth Management first reported a position in BorgWarner in Q1 2024 and held it in 2 quarters.
  • Partnership Wealth Management's BorgWarner position peaked at $22.9K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.