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1834 Investment Advisors’s BorgWarner BWA Stock Holding History

1834 Investment Advisors’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
2022
Q2 		– Sell
-341
Closed -$12K – 472
2022
Q1 		$12K Sell
341
-454
-57% -$17K ﹤0.01% 339
2021
Q4 		$32K Buy
+795
New +$31.9K ﹤0.01% 291
2021
Q1 		– Sell
-110
Closed -$4K – 467
2020
Q4 		$4K Buy
+110
New +$3.73K ﹤0.01% 413

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1834 Investment Advisors's BWA Position: Q2 2022 in Review

1834 Investment Advisors sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 341 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in BWA in Q4 2020 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • 1834 Investment Advisors reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 341 BorgWarner shares in Q2 2022, an estimated $12K.
  • 1834 Investment Advisors first reported a position in BorgWarner in Q4 2020 and held it in 3 quarters.
  • 1834 Investment Advisors's BorgWarner position peaked at $32K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.