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Advisor Partners’s BorgWarner BWA Stock Holding History

Advisor Partners’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 		$409K Buy
13,931
+1,458
+12% +$48K 0.03% 544
2022
Q1 		$427K Sell
12,473
-7
-0.1% -$261 0.03% 565
2021
Q4 		$496K Buy
12,480
+179
+1% +$7.19K 0.03% 515
2021
Q3 		$468K Sell
12,301
-286
-2% -$11.4K 0.03% 507
2021
Q2 		$538K Sell
12,587
-277
-2% -$12.2K 0.04% 479
2021
Q1 		$525K Sell
12,864
-966
-7% -$37.7K 0.04% 470
2020
Q4 		$470K Sell
13,830
-46
-0.3% -$1.56K 0.04% 472
2020
Q3 		$473K Buy
13,876
+645
+5% +$22.2K 0.04% 403
2020
Q2 		$411K Buy
13,231
+1,010
+8% +$26.6K 0.04% 417
2020
Q1 		$262K Buy
12,221
+686
+6% +$19.8K 0.03% 478
2019
Q4 		$419K Buy
11,535
+2,293
+25% +$84K 0.04% 381
2019
Q3 		$298K Sell
9,242
-3,974
-30% -$128K 0.04% 473
2019
Q2 		$488K Sell
13,216
-38
-0.3% -$1.35K 0.06% 316
2019
Q1 		$448K Buy
13,254
+383
+3% +$13.3K 0.06% 326
2018
Q4 		$394K Buy
12,871
+2,243
+21% +$75.2K 0.06% 338
2018
Q3 		$400K Buy
10,628
+626
+6% +$24.6K 0.05% 363
2018
Q2 		$380K Sell
10,002
-480
-5% -$21.2K 0.06% 351
2018
Q1 		$463K Sell
10,482
-457
-4% -$21.2K 0.09% 280
2017
Q4 		$548K Buy
10,939
+615
+6% +$28.4K 0.1% 247
2017
Q3 		$466K Buy
10,324
+207
+2% +$8.45K 0.09% 238
2017
Q2 		$377K Buy
10,117
+1,396
+16% +$50.6K 0.09% 287
2017
Q1 		$321K Sell
8,721
-3,275
-27% -$119K 0.09% 303
2016
Q4 		$416K Buy
11,996
+1,274
+12% +$41.1K 0.13% 199
2016
Q3 		$332K Buy
+10,722
New +$316K 0.11% 224

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's BWA Position: Q2 2022 in Review

Advisor Partners increased its BorgWarner (BWA) stake by 12% in Q2 2022, buying an estimated $48K and bringing the position to 13,931 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #544.

Advisor Partners first reported a position in BWA in Q3 2016 and has held it in 24 quarters since. The position peaked at $548K in Q4 2017. 613 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • Advisor Partners held 13,931 shares of BorgWarner worth $409K as of Q2 2022.
  • Advisor Partners bought 1,458 BorgWarner shares in Q2 2022, an estimated $48K.
  • BorgWarner made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #544 holding.
  • Advisor Partners first reported a position in BorgWarner in Q3 2016 and has held it in 24 quarters since.
  • Advisor Partners's BorgWarner position peaked at $548K in Q4 2017.
  • 613 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.