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Wahed Invest’s BorgWarner BWA Stock Holding History

Wahed Invest’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
-5,101
Closed -$164K – 223
2024
Q2 		$164K Buy
5,101
+553
+12% +$19.1K 0.03% 216
2024
Q1 		$158K Buy
4,548
+568
+14% +$18.6K 0.04% 215
2023
Q4 		$143K Buy
3,980
+402
+11% +$14.3K 0.04% 213
2023
Q3 		$144K Sell
3,578
-234
-6% -$9.91K 0.05% 212
2023
Q2 		$164K Buy
3,812
+612
+19% +$25.2K 0.06% 196
2023
Q1 		$138K Sell
3,200
-198
-6% -$8.2K 0.06% 200
2022
Q4 		$120K Buy
3,398
+350
+11% +$11.9K 0.06% 199
2022
Q3 		$84K Buy
3,048
+149
+5% +$4.81K 0.05% 214
2022
Q2 		$85K Buy
+2,899
New +$95.5K 0.05% 214
2022
Q1 		– Sell
-3,244
Closed -$129K – 178
2021
Q4 		$129K Buy
+3,244
New +$130K 0.07% 199

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

Wahed Invest's BWA Position: Q3 2024 in Review

Wahed Invest sold out of BorgWarner (BWA) in Q3 2024, closing a stake of 5,101 shares — an estimated $164K sold.

Wahed Invest first reported a position in BWA in Q4 2021 and held it in 10 quarters. The position peaked at $164K in Q2 2024. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Wahed Invest reported no remaining BorgWarner position as of Q3 2024 after selling out during the quarter.
  • Wahed Invest sold 5,101 BorgWarner shares in Q3 2024, an estimated $164K.
  • Wahed Invest first reported a position in BorgWarner in Q4 2021 and held it in 10 quarters.
  • Wahed Invest's BorgWarner position peaked at $164K in Q2 2024.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Wahed Invest's 13F filing for Q3 2024, filed 14 Nov 2024.