Wedbush Securities’s BorgWarner BWA Stock Holding History

Wedbush Securities’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	-5,966	Closed	-$214K	–	1239
2023 Q4	$214K	Buy	+5,966	New	+$213K	0.01%	929
2021 Q1	–	Sell	-8,050	Closed	-$274K	–	1074
2020 Q4	$274K	Sell	8,050 -685	-8%	-$23.2K	0.02%	679
2020 Q3	$298K	Sell	8,735 -495	-5%	-$17K	0.03%	619
2020 Q2	$287K	Buy	+9,230	New	+$243K	0.03%	624
2020 Q1	–	Sell	-8,118	Closed	-$310K	–	896
2019 Q4	$310K	Buy	+8,118	New	+$297K	0.03%	662
2017 Q4	–	Sell	-7,115	Closed	-$321K	–	864
2017 Q3	$321K	Sell	7,115 -589	-8%	-$24K	0.04%	519
2017 Q2	$287K	Sell	7,704 -615	-7%	-$22.3K	0.04%	560
2017 Q1	$306K	Buy	8,319 +143	+2%	+$5.21K	0.04%	525
2016 Q4	$284K	Buy	8,176 +497	+6%	+$16K	0.04%	526
2016 Q3	$238K	Buy	+7,679	New	+$226K	0.04%	600
2014 Q2	–	Sell	-4,032	Closed	-$218K	–	662
2014 Q1	$218K	Buy	+4,032	New	+$206K	0.04%	482

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 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