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Cranbrook Wealth Management’s BorgWarner BWA Stock Holding History

Cranbrook 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
2021
Q4 		– Sell
-947
Closed -$36K – 363
2021
Q3 		$36K Hold
947
– – 0.01% 216
2021
Q2 		$40K Hold
947
– – 0.01% 203
2021
Q1 		$39K Buy
+947
New +$36.9K 0.01% 203

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cranbrook Wealth Management's BWA Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of BorgWarner (BWA) in Q4 2021, closing a stake of 947 shares — an estimated $36K sold.

Cranbrook Wealth Management first reported a position in BWA in Q1 2021 and held it in 3 quarters. The position peaked at $40K in Q2 2021. 633 funds tracked by Wall St. Rank hold BWA as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining BorgWarner position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 947 BorgWarner shares in Q4 2021, an estimated $36K.
  • Cranbrook Wealth Management first reported a position in BorgWarner in Q1 2021 and held it in 3 quarters.
  • Cranbrook Wealth Management's BorgWarner position peaked at $40K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held BorgWarner as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.