Acorn Wealth Advisors’s BorgWarner BWA Stock Holding History

Acorn Wealth 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
2021 Q2	–	Sell	-15,007	Closed	-$612K	–	168
2021 Q1	$612K	Buy	15,007 +3,406	+29%	+$133K	0.44%	57
2020 Q4	$395K	Hold	11,601	–	–	0.31%	78
2020 Q3	$396K	Hold	11,601	–	–	0.35%	60
2020 Q2	$360K	Sell	11,601 -1,052	-8%	-$27.7K	0.34%	60
2020 Q1	$268K	Buy	12,653 +6,307	+99%	+$182K	0.3%	70
2019 Q4	$235K	Hold	6,346	–	–	0.2%	104
2019 Q3	$250K	Buy	+6,346	New	+$204K	0.21%	100
2018 Q2	–	Sell	-24	Closed	-$1K	–	557
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	772
2017 Q4	$1K	Buy	+24	New	+$1.11K	﹤0.01%	743

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Acorn Wealth Advisors's BWA Position: Q2 2021 in Review

Acorn Wealth Advisors sold out of BorgWarner (BWA) in Q2 2021, closing a stake of 15,007 shares — an estimated $612K sold.

Acorn Wealth Advisors first reported a position in BWA in Q4 2017 and held it in 9 quarters. The position peaked at $612K in Q1 2021. 628 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

Acorn Wealth Advisors reported no remaining BorgWarner position as of Q2 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 15,007 BorgWarner shares in Q2 2021, an estimated $612K.
Acorn Wealth Advisors first reported a position in BorgWarner in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's BorgWarner position peaked at $612K in Q1 2021.
628 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on Acorn Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.