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RFP Financial Group’s BorgWarner BWA Stock Holding History

RFP 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 		– Sell
-188
Closed -$6.06K – 202
2024
Q2 		$6.06K Hold
188
– – ﹤0.01% 526
2024
Q1 		$6.53K Sell
188
-179
-49% -$5.86K ﹤0.01% 472
2023
Q4 		$13.2K Buy
+367
New +$13.1K 0.01% 370

Other funds holding BWA

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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

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

RFP Financial Group sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 188 shares — an estimated $6.06K sold.

RFP Financial Group first reported a position in BWA in Q4 2023 and held it in 3 quarters. The position peaked at $13.2K in Q4 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • RFP Financial Group reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 188 BorgWarner shares in Q3 2024, an estimated $6.06K.
  • RFP Financial Group first reported a position in BorgWarner in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's BorgWarner position peaked at $13.2K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.