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Valley National Advisers’s BorgWarner BWA Stock Holding History

Valley National Advisers’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
-60
Closed -$1K – 803
2024
Q2 		$1K Sell
60
-75
-56% -$2.6K ﹤0.01% 1005
2024
Q1 		$4K Buy
+135
New +$4.42K ﹤0.01% 812
2022
Q2 		– Sell
-568
Closed -$19K – 898
2022
Q1 		$19K Hold
568
– – ﹤0.01% 519
2021
Q4 		$23K Hold
568
– – ﹤0.01% 486
2021
Q3 		$22K Buy
+568
New +$22.6K ﹤0.01% 470
2018
Q1 		– Sell
-32
Closed -$1K – 650
2017
Q4 		$1K Hold
32
– – ﹤0.01% 588
2017
Q3 		$1K Buy
+32
New +$1.31K ﹤0.01% 585
2016
Q1 		– Sell
-86
Closed -$3K – 596
2015
Q4 		$3K Hold
86
– – ﹤0.01% 482
2015
Q3 		$3K Hold
86
– – ﹤0.01% 481
2015
Q2 		$4K Buy
+86
New +$4.59K ﹤0.01% 461

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