BerganKDV Wealth Management’s BorgWarner BWA Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-37	Closed	-$1.61K	–	896
2023 Q1	$1.61K	Hold	37	–	–	﹤0.01%	856
2022 Q4	$1.32K	Sell	37 -4	-10%	-$136	﹤0.01%	848
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	863
2022 Q2	$1K	Buy	41 +1	+3%	+$33	﹤0.01%	879
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	904
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	899
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	863
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	795
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	762
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	833
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	768
2020 Q2	$1K	Sell	40 -25	-38%	-$659	﹤0.01%	828
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	796
2019 Q4	$2K	Buy	+65	New	+$2.38K	﹤0.01%	756

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's BWA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 37 shares — an estimated $1.61K sold.

BerganKDV Wealth Management first reported a position in BWA in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q4 2021. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

BerganKDV Wealth Management reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 37 BorgWarner shares in Q2 2023, an estimated $1.61K.
BerganKDV Wealth Management first reported a position in BorgWarner in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's BorgWarner position peaked at $2K in Q4 2021.
728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.