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WR Wealth Planners’s BorgWarner BWA Stock Holding History

WR Wealth Planners’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
-34
Closed -$1.18K – 1152
2024
Q1 		$1.18K Buy
+34
New +$1.11K ﹤0.01% 950
2023
Q4 		– Sell
-500
Closed -$20.2K – 265
2023
Q3 		$20.2K Sell
500
-68
-12% -$2.88K 0.01% 421
2023
Q2 		$24.5K Hold
568
– – 0.01% 403
2023
Q1 		$24.6K Buy
+568
New +$23.5K 0.01% 401

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

WR Wealth Planners's BWA Position: Q2 2024 in Review

WR Wealth Planners sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 34 shares — an estimated $1.18K sold.

WR Wealth Planners first reported a position in BWA in Q1 2023 and held it in 4 quarters. The position peaked at $24.6K in Q1 2023. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • WR Wealth Planners reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 34 BorgWarner shares in Q2 2024, an estimated $1.18K.
  • WR Wealth Planners first reported a position in BorgWarner in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's BorgWarner position peaked at $24.6K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.