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TFO Wealth Partners’s BorgWarner BWA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-11
Closed -$382 – 162
2024
Q1 		$382 Hold
11
– – ﹤0.01% 327
2023
Q4 		$394 Hold
11
– – ﹤0.01% 413
2023
Q3 		$538 Sell
11
-1
-8% -$42 ﹤0.01% 440
2023
Q2 		$538 Hold
12
– – ﹤0.01% 271
2023
Q1 		$540 Buy
12
+6
+100% +$248 ﹤0.01% 234
2022
Q4 		$523 Buy
+6
New +$204 ﹤0.01% 472

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's BWA Position: Q2 2024 in Review

TFO Wealth Partners sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 11 shares — an estimated $382 sold.

TFO Wealth Partners first reported a position in BWA in Q4 2022 and held it in 6 quarters. The position peaked at $540 in Q1 2023. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • TFO Wealth Partners reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 BorgWarner shares in Q2 2024, an estimated $382.
  • TFO Wealth Partners first reported a position in BorgWarner in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's BorgWarner position peaked at $540 in Q1 2023.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.