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Salem Investment Counselors’s BorgWarner BWA Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-130
Closed -$4.66K – 1185
2023
Q4 		$4.66K Buy
+130
New +$4.64K ﹤0.01% 915
2023
Q3 		– Sell
-75,624
Closed -$3.26M – 1119
2023
Q2 		$3.26M Buy
75,624
+1,795
+2% +$73.8K 0.12% 105
2023
Q1 		$3.19M Sell
73,829
-2,868
-4% -$119K 0.13% 104
2022
Q4 		$2.72M Sell
76,697
-10,826
-12% -$368K 0.12% 111
2022
Q3 		$2.42M Sell
87,523
-5,470
-6% -$176K 0.11% 114
2022
Q2 		$2.73M Sell
92,993
-17,670
-16% -$582K 0.12% 107
2022
Q1 		$3.79M Buy
+110,663
New +$4.13M 0.15% 90

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salem Investment Counselors's BWA Position: Q1 2024 in Review

Salem Investment Counselors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 130 shares — an estimated $4.66K sold.

Salem Investment Counselors first reported a position in BWA in Q1 2022 and held it in 7 quarters. The position peaked at $3.79M in Q1 2022. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Salem Investment Counselors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 130 BorgWarner shares in Q1 2024, an estimated $4.66K.
  • Salem Investment Counselors first reported a position in BorgWarner in Q1 2022 and held it in 7 quarters.
  • Salem Investment Counselors's BorgWarner position peaked at $3.79M in Q1 2022.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.