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Peterson Financial Group’s BorgWarner BWA Stock Holding History

Peterson Financial Group’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 		$8.19K Buy
+226
New +$7.45K 0.03% 233

Other funds holding BWA

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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

Peterson Financial Group's BWA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in BorgWarner (BWA) in Q3 2024: 226 shares worth $8.19K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings.

609 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Peterson Financial Group held 226 shares of BorgWarner worth $8.19K as of Q3 2024.
  • BorgWarner was a new Peterson Financial Group position in Q3 2024.
  • BorgWarner made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #233 holding.
  • 609 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.