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Trifecta Capital Advisors’s BorgWarner BWA Stock Holding History

Trifecta Capital 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
2024
Q1 		– Sell
-52
Closed -$1.86K – 419
2023
Q4 		$1.86K Hold
52
– – ﹤0.01% 338
2023
Q3 		$2.1K Sell
52
-7
-12% -$297 ﹤0.01% 303
2023
Q2 		$2.54K Hold
59
– – ﹤0.01% 278
2023
Q1 		$2.55K Hold
59
– – ﹤0.01% 280
2022
Q4 		$2.09K Buy
+59
New +$2.01K ﹤0.01% 291

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Trifecta Capital Advisors's BWA Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 52 shares — an estimated $1.86K sold.

Trifecta Capital Advisors first reported a position in BWA in Q4 2022 and held it in 5 quarters. The position peaked at $2.55K in Q1 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 52 BorgWarner shares in Q1 2024, an estimated $1.86K.
  • Trifecta Capital Advisors first reported a position in BorgWarner in Q4 2022 and held it in 5 quarters.
  • Trifecta Capital Advisors's BorgWarner position peaked at $2.55K in Q1 2023.
  • 655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.