The Family Firm’s BorgWarner BWA Stock Holding History

The Family Firm’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	-1,361	Closed	-$43.9K	–	289
2024 Q2	$43.9K	Buy	+1,361	New	+$47.1K	0.01%	429

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

The Family Firm's BWA Position: Q3 2024 in Review

The Family Firm sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 1,361 shares — an estimated $43.9K sold.

The Family Firm first reported a position in BWA in Q2 2024 and held it in 1 quarter. The position peaked at $43.9K in Q2 2024. 609 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

The Family Firm reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,361 BorgWarner shares in Q3 2024, an estimated $43.9K.
The Family Firm first reported a position in BorgWarner in Q2 2024 and held it in 1 quarter.
The Family Firm's BorgWarner position peaked at $43.9K in Q2 2024.
609 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.