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Spire Wealth Management’s BorgWarner BWA Stock Holding History

Spire 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
2025
Q2 		– Sell
-97,899
Closed -$2.8M – 2402
2025
Q1 		$2.8M Buy
97,899
+91,061
+1,332% +$2.76M 0.09% 215
2024
Q4 		$217K Buy
6,838
+5,877
+612% +$200K 0.01% 796
2024
Q3 		$34.9K Sell
961
-4
-0.4% -$132 ﹤0.01% 1252
2024
Q2 		$31.1K Buy
965
+35
+4% +$1.21K ﹤0.01% 1274
2024
Q1 		$32.3K Sell
930
-4
-0.4% -$131 ﹤0.01% 1362
2023
Q4 		$30.7K Buy
934
+16
+2% +$571 ﹤0.01% 1371
2023
Q3 		$37.1K Sell
918
-115
-11% -$4.87K ﹤0.01% 1278
2023
Q2 		$44.5K Buy
1,033
+4
+0.4% +$165 ﹤0.01% 1245
2023
Q1 		$44.5K Buy
1,029
+4
+0.4% +$166 ﹤0.01% 1244
2022
Q4 		$36K Buy
1,025
+4
+0.4% +$136 ﹤0.01% 1103
2022
Q3 		$28K Sell
1,021
-13
-1% -$419 ﹤0.01% 1175
2022
Q2 		$30K Sell
1,034
-1,206
-54% -$39.7K ﹤0.01% 1496
2022
Q1 		$77K Sell
2,240
-394
-15% -$14.7K ﹤0.01% 1272
2021
Q4 		$105K Buy
2,634
+128
+5% +$5.14K ﹤0.01% 1380
2021
Q3 		$95K Sell
2,506
-1,184
-32% -$47.1K ﹤0.01% 1210
2021
Q2 		$158K Sell
3,690
-888
-19% -$39.1K ﹤0.01% 1014
2021
Q1 		$186K Buy
+4,578
New +$178K ﹤0.01% 1097

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Victory Capital Management
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State Street
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LSV Asset Management
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return