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Westend Capital Management’s BorgWarner BWA Stock Holding History

Westend Capital 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
Q2 		– Sell
-40
Closed -$1.39K – 244
2024
Q1 		$1.39K Buy
+40
New +$1.31K ﹤0.01% 260

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

Westend Capital Management's BWA Position: Q2 2024 in Review

Westend Capital Management sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 40 shares — an estimated $1.39K sold.

Westend Capital Management first reported a position in BWA in Q1 2024 and held it in 1 quarter. The position peaked at $1.39K in Q1 2024. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Westend Capital Management reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 40 BorgWarner shares in Q2 2024, an estimated $1.39K.
  • Westend Capital Management first reported a position in BorgWarner in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's BorgWarner position peaked at $1.39K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.