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SYSTM Wealth Solutions’s BorgWarner BWA Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-4,335
Closed -$140K – 173
2024
Q2 		$140K Hold
4,335
– – 0.03% 220
2024
Q1 		$151K Sell
4,335
-1,543
-26% -$50.5K 0.02% 428
2023
Q4 		$211K Sell
5,878
-1,158
-16% -$41.3K 0.03% 374
2023
Q3 		$284K Sell
7,036
-183
-3% -$7.75K 0.04% 373
2023
Q2 		$311K Buy
7,219
+894
+14% +$36.8K 0.04% 384
2023
Q1 		$273K Hold
6,325
– – 0.04% 393
2022
Q4 		$224K Buy
+6,325
New +$215K 0.03% 481

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SYSTM Wealth Solutions's BWA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 4,335 shares — an estimated $140K sold.

SYSTM Wealth Solutions first reported a position in BWA in Q4 2022 and held it in 7 quarters. The position peaked at $311K in Q2 2023. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,335 BorgWarner shares in Q3 2024, an estimated $140K.
  • SYSTM Wealth Solutions first reported a position in BorgWarner in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's BorgWarner position peaked at $311K in Q2 2023.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.