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SteelPeak Wealth’s BorgWarner BWA Stock Holding History

SteelPeak Wealth’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
-45,267
Closed -$1.62M – 485
2023
Q4 		$1.62M Buy
45,267
+20,480
+83% +$731K 0.09% 167
2023
Q3 		$1M Sell
24,787
-18,405
-43% -$780K 0.06% 186
2023
Q2 		$1.86M Buy
+43,192
New +$1.78M 0.11% 126

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SteelPeak Wealth's BWA Position: Q1 2024 in Review

SteelPeak Wealth sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 45,267 shares — an estimated $1.62M sold.

SteelPeak Wealth first reported a position in BWA in Q2 2023 and held it in 3 quarters. The position peaked at $1.86M in Q2 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • SteelPeak Wealth reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 45,267 BorgWarner shares in Q1 2024, an estimated $1.62M.
  • SteelPeak Wealth first reported a position in BorgWarner in Q2 2023 and held it in 3 quarters.
  • SteelPeak Wealth's BorgWarner position peaked at $1.86M in Q2 2023.
  • 655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.