TritonPoint Wealth’s BorgWarner BWA Stock Holding History

TritonPoint Wealth’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	-11,689	Closed	-$414K	–	319
2024 Q1	$414K	Buy	11,689 +140	+1%	+$4.58K	0.04%	222
2023 Q4	$414K	Buy	+11,549	New	+$412K	0.04%	233

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

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

TritonPoint Wealth's BWA Position: Q2 2024 in Review

TritonPoint Wealth sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 11,689 shares — an estimated $414K sold.

TritonPoint Wealth first reported a position in BWA in Q4 2023 and held it in 2 quarters. The position peaked at $414K in Q4 2023. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

TritonPoint Wealth reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
TritonPoint Wealth sold 11,689 BorgWarner shares in Q2 2024, an estimated $414K.
TritonPoint Wealth first reported a position in BorgWarner in Q4 2023 and held it in 2 quarters.
TritonPoint Wealth's BorgWarner position peaked at $414K in Q4 2023.
635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.