BSW
BWA icon

Buckingham Strategic Wealth’s BorgWarner BWA Stock Holding History

Buckingham Strategic Wealth’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
2020
Q2 		– Sell
-39,914
Closed -$856K – 416
2020
Q1 		$856K Buy
+39,914
New +$1.15M 0.08% 178
2016
Q2 		– Sell
-6,326
Closed -$214K – 252
2016
Q1 		$214K Sell
6,326
-48
-0.8% -$1.42K 0.07% 204
2015
Q4 		$243K Sell
6,374
-953
-13% -$35.8K 0.08% 165
2015
Q3 		$268K Buy
7,327
+1,081
+17% +$44.9K 0.09% 145
2015
Q2 		$313K Buy
6,246
+1,959
+46% +$105K 0.1% 148
2015
Q1 		$228K Buy
+4,287
New +$218K 0.09% 186

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Buckingham Strategic Wealth's BWA Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of BorgWarner (BWA) in Q2 2020, closing a stake of 39,914 shares — an estimated $856K sold.

Buckingham Strategic Wealth first reported a position in BWA in Q1 2015 and held it in 6 quarters. The position peaked at $856K in Q1 2020. 502 funds tracked by Wall St. Rank hold BWA as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining BorgWarner position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 39,914 BorgWarner shares in Q2 2020, an estimated $856K.
  • Buckingham Strategic Wealth first reported a position in BorgWarner in Q1 2015 and held it in 6 quarters.
  • Buckingham Strategic Wealth's BorgWarner position peaked at $856K in Q1 2020.
  • 502 funds tracked by Wall St. Rank held BorgWarner as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.