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Bedel Financial Consulting’s BorgWarner BWA Stock Holding History

Bedel Financial Consulting’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
-1,372
Closed -$47K – 297
2022
Q1 		$47K Sell
1,372
-29
-2% -$1.08K 0.01% 396
2021
Q4 		$56K Buy
1,401
+715
+104% +$28.7K 0.02% 377
2021
Q3 		$26K Buy
686
+2
+0.3% +$80 0.01% 499
2021
Q2 		$29K Buy
+684
New +$30.1K 0.01% 482

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State Street
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Victory Capital Management
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Diamond Hill Capital Management
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American Century Companies
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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

Bedel Financial Consulting's BWA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 1,372 shares — an estimated $47K sold.

Bedel Financial Consulting first reported a position in BWA in Q2 2021 and held it in 4 quarters. The position peaked at $56K in Q4 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • Bedel Financial Consulting reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,372 BorgWarner shares in Q2 2022, an estimated $47K.
  • Bedel Financial Consulting first reported a position in BorgWarner in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's BorgWarner position peaked at $56K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.