SWA
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Sutton Wealth Advisors’s BorgWarner BWA Stock Holding History

Sutton 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
Q3 		$4.2K Buy
104
+46
+79% +$1.95K ﹤0.01% 614
2023
Q2 		$2.49K Hold
58
– – ﹤0.01% 672
2023
Q1 		$2.5K Hold
58
– – ﹤0.01% 613
2022
Q4 		$2.05K Sell
58
-51
-47% -$1.74K ﹤0.01% 1206
2022
Q3 		$3.01K Buy
109
+61
+127% +$1.97K ﹤0.01% 1137
2022
Q2 		$1.4K Buy
48
+16
+50% +$527 ﹤0.01% 1225
2022
Q1 		$1.09K Buy
32
+2
+7% +$75 ﹤0.01% 1325
2021
Q4 		$1.17K Hold
30
– – ﹤0.01% 1293
2021
Q3 		$1.12K Sell
30
-32
-52% -$1.27K ﹤0.01% 1234
2021
Q2 		$2.67K Buy
62
+35
+130% +$1.54K ﹤0.01% 1130
2021
Q1 		$1.11K Hold
27
– – ﹤0.01% 1195
2020
Q4 		$927 Buy
+27
New +$915 ﹤0.01% 1186
2020
Q2 		– Sell
-25
Closed -$536 – 1217
2020
Q1 		$536 Sell
25
-37
-60% -$1.07K ﹤0.01% 1138
2019
Q4 		$2.39K Hold
62
– – ﹤0.01% 1040
2019
Q3 		$2.02K Sell
62
-12
-16% -$386 ﹤0.01% 1055
2019
Q2 		$2.73K Hold
74
– – ﹤0.01% 1019
2019
Q1 		$2.5K Buy
74
+40
+118% +$1.38K ﹤0.01% 1019
2018
Q4 		$1.04K Sell
34
-14
-29% -$469 ﹤0.01% 1032
2018
Q3 		$1.8K Buy
48
+14
+41% +$550 ﹤0.01% 1006
2018
Q2 		$1.29K Hold
34
– – ﹤0.01% 1040
2018
Q1 		$1.51K Hold
34
– – ﹤0.01% 1024
2017
Q4 		$1.53K Hold
34
– – ﹤0.01% 983
2017
Q3 		$1.54K Hold
34
– – ﹤0.01% 974
2017
Q2 		$1.27K Buy
34
+15
+79% +$544 ﹤0.01% 980
2017
Q1 		$710 Hold
19
– – ﹤0.01% 996
2016
Q4 		$670 Hold
19
– – ﹤0.01% 993
2016
Q3 		$598 Hold
19
– – ﹤0.01% 994
2016
Q2 		$502 Hold
19
– – ﹤0.01% 971
2016
Q1 		$653 Buy
+19
New +$564 ﹤0.01% 948

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sutton Wealth Advisors's BWA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its BorgWarner (BWA) stake by 79% in Q3 2023, buying an estimated $1.95K and bringing the position to 104 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Sutton Wealth Advisors first reported a position in BWA in Q1 2016 and has held it in 29 quarters since. 683 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Sutton Wealth Advisors held 104 shares of BorgWarner worth $4.2K as of Q3 2023.
  • Sutton Wealth Advisors bought 46 BorgWarner shares in Q3 2023, an estimated $1.95K.
  • BorgWarner made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #614 holding.
  • Sutton Wealth Advisors first reported a position in BorgWarner in Q1 2016 and has held it in 29 quarters since.
  • 683 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.