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Sheets Smith Wealth Management’s BorgWarner BWA Stock Holding History

Sheets Smith Wealth Management’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
-17,429
Closed -$125K – 381
2023
Q4 		$125K Buy
+17,429
New +$622K 0.02% 337
2014
Q3 		– Sell
-17,309
Closed -$993K – 251
2014
Q2 		$993K Buy
17,309
+3,166
+22% +$174K 0.27% 112
2014
Q1 		$765K Buy
14,143
+594
+4% +$30.3K 0.21% 129
2013
Q4 		$667K Buy
+13,549
New +$627K 0.18% 146

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 $75.4B AUM 14.46% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheets Smith Wealth Management's BWA Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 17,429 shares — an estimated $125K sold.

Sheets Smith Wealth Management first reported a position in BWA in Q4 2013 and held it in 4 quarters. The position peaked at $993K in Q2 2014. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Sheets Smith Wealth Management reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 17,429 BorgWarner shares in Q1 2024, an estimated $125K.
  • Sheets Smith Wealth Management first reported a position in BorgWarner in Q4 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's BorgWarner position peaked at $993K in Q2 2014.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.