SFMG Wealth Advisors’s BorgWarner BWA Stock Holding History

SFMG Wealth Advisors’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	-5,260	Closed	-$212K	–	275
2023 Q3	$212K	Sell	5,260 -498	-9%	-$21.1K	0.02%	215
2023 Q2	$248K	Buy	5,758 +347	+6%	+$14.3K	0.03%	198
2023 Q1	$234K	Buy	+5,411	New	+$224K	0.03%	210
2022 Q2	–	Sell	-6,535	Closed	-$224K	–	284
2022 Q1	$224K	Sell	6,535 -620	-9%	-$23.2K	0.02%	250
2021 Q4	$284K	Hold	7,155	–	–	0.03%	209
2021 Q3	$272K	Hold	7,155	–	–	0.03%	204
2021 Q2	$306K	Buy	7,155 +414	+6%	+$18.2K	0.03%	192
2021 Q1	$275K	Buy	+6,741	New	+$263K	0.03%	192

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SFMG Wealth Advisors's BWA Position: Q4 2023 in Review

SFMG Wealth Advisors sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 5,260 shares — an estimated $212K sold.

SFMG Wealth Advisors first reported a position in BWA in Q1 2021 and held it in 8 quarters. The position peaked at $306K in Q2 2021. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

SFMG Wealth Advisors reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 5,260 BorgWarner shares in Q4 2023, an estimated $212K.
SFMG Wealth Advisors first reported a position in BorgWarner in Q1 2021 and held it in 8 quarters.
SFMG Wealth Advisors's BorgWarner position peaked at $306K in Q2 2021.
678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on SFMG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.