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TFC Financial Management’s BorgWarner BWA Stock Holding History

TFC Financial 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
Q3 		– Sell
-35
Closed -$1.13K – 1019
2024
Q2 		$1.13K Buy
35
+22
+169% +$762 ﹤0.01% 546
2024
Q1 		$452 Sell
13
-3
-19% -$98 ﹤0.01% 645
2023
Q4 		$574 Hold
16
– – ﹤0.01% 571
2023
Q3 		$646 Sell
16
-2
-11% -$85 ﹤0.01% 580
2023
Q2 		$783 Hold
18
– – ﹤0.01% 535
2023
Q1 		$786 Hold
18
– – ﹤0.01% 535
2022
Q4 		$644 Buy
+18
New +$612 ﹤0.01% 491
2022
Q3 		– Sell
-769
Closed -$23K – 532
2022
Q2 		$23K Buy
+769
New +$25.3K 0.01% 243

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

TFC Financial Management's BWA Position: Q3 2024 in Review

TFC Financial Management sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 35 shares — an estimated $1.13K sold.

TFC Financial Management first reported a position in BWA in Q2 2022 and held it in 8 quarters. The position peaked at $23K in Q2 2022. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • TFC Financial Management reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 35 BorgWarner shares in Q3 2024, an estimated $1.13K.
  • TFC Financial Management first reported a position in BorgWarner in Q2 2022 and held it in 8 quarters.
  • TFC Financial Management's BorgWarner position peaked at $23K in Q2 2022.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.