VCI Wealth Management’s BorgWarner BWA Stock Holding History

VCI Wealth Management’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	-21,977	Closed	-$788K	–	107
2023 Q4	$788K	Buy	+21,977	New	+$784K	0.48%	61

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

VCI Wealth Management's BWA Position: Q1 2024 in Review

VCI Wealth Management sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 21,977 shares — an estimated $788K sold.

VCI Wealth Management first reported a position in BWA in Q4 2023 and held it in 1 quarter. The position peaked at $788K in Q4 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

VCI Wealth Management reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
VCI Wealth Management sold 21,977 BorgWarner shares in Q1 2024, an estimated $788K.
VCI Wealth Management first reported a position in BorgWarner in Q4 2023 and held it in 1 quarter.
VCI Wealth Management's BorgWarner position peaked at $788K in Q4 2023.
655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on VCI Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.