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Redwood Wealth Management Group’s BorgWarner BWA Stock Holding History

Redwood Wealth Management 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 		– Sell
-4,121
Closed -$133K – 303
2024
Q2 		$133K Buy
+4,121
New +$143K 0.1% 161
2023
Q2 		– Sell
-5,470
Closed -$236K – 153
2023
Q1 		$236K Buy
+5,470
New +$226K 0.27% 112

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
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

Redwood Wealth Management Group's BWA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 4,121 shares — an estimated $133K sold.

Redwood Wealth Management Group first reported a position in BWA in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,121 BorgWarner shares in Q3 2024, an estimated $133K.
  • Redwood Wealth Management Group first reported a position in BorgWarner in Q1 2023 and held it in 2 quarters.
  • Redwood Wealth Management Group's BorgWarner position peaked at $236K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.