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Redwood Financial Network’s BorgWarner BWA Stock Holding History

Redwood Financial Network’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
2023
Q4 		– Sell
-6,256
Closed -$253K – 141
2023
Q3 		$253K Sell
6,256
-844
-12% -$35.8K 0.27% 114
2023
Q2 		$306K Buy
7,100
+1,452
+26% +$59.7K 0.29% 108
2023
Q1 		$244K Buy
+5,648
New +$234K 0.25% 125

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Redwood Financial Network's BWA Position: Q4 2023 in Review

Redwood Financial Network sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 6,256 shares — an estimated $253K sold.

Redwood Financial Network first reported a position in BWA in Q1 2023 and held it in 3 quarters. The position peaked at $306K in Q2 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Redwood Financial Network reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Redwood Financial Network sold 6,256 BorgWarner shares in Q4 2023, an estimated $253K.
  • Redwood Financial Network first reported a position in BorgWarner in Q1 2023 and held it in 3 quarters.
  • Redwood Financial Network's BorgWarner position peaked at $306K in Q2 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Redwood Financial Network's 13F filing for Q4 2023, filed 14 Feb 2024.