Amplius Wealth Advisors’s BorgWarner BWA Stock Holding History

Amplius 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
2022 Q1	–	Sell	-74	Closed	-$2K	–	263
2021 Q4	$2K	Buy	+74	New	+$2.97K	﹤0.01%	825

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's BWA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 74 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in BWA in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

Amplius Wealth Advisors reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 74 BorgWarner shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in BorgWarner in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's BorgWarner position peaked at $2K in Q4 2021.
612 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.