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Camarda Financial Advisors’s BorgWarner BWA Stock Holding History

Camarda Financial 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
2021
Q3 		– Sell
-22,001
Closed -$940K – 81
2021
Q2 		$940K Buy
22,001
+411
+2% +$18.1K 0.58% 43
2021
Q1 		$881K Buy
+21,590
New +$841K 0.63% 45

Other funds holding BWA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Camarda Financial Advisors's BWA Position: Q3 2021 in Review

Camarda Financial Advisors sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 22,001 shares — an estimated $940K sold.

Camarda Financial Advisors first reported a position in BWA in Q1 2021 and held it in 2 quarters. The position peaked at $940K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

  • Camarda Financial Advisors reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 22,001 BorgWarner shares in Q3 2021, an estimated $940K.
  • Camarda Financial Advisors first reported a position in BorgWarner in Q1 2021 and held it in 2 quarters.
  • Camarda Financial Advisors's BorgWarner position peaked at $940K in Q2 2021.
  • 583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.