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Curated Wealth Partners’s BorgWarner BWA Stock Holding History

Curated Wealth Partners’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
-6,072
Closed -$241K – 133
2022
Q1 		$241K Hold
6,072
– – 0.08% 123
2021
Q4 		$241K Buy
6,072
+213
+4% +$8.55K 0.08% 127
2021
Q3 		$223K Buy
5,859
+127
+2% +$5.05K 0.12% 135
2021
Q2 		$245K Buy
5,732
+283
+5% +$12.5K 0.13% 126
2021
Q1 		$222K Sell
5,449
-2,944
-35% -$115K 0.14% 130
2020
Q4 		$285K Buy
+8,393
New +$285K 0.18% 109

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
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
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

Curated Wealth Partners's BWA Position: Q2 2022 in Review

Curated Wealth Partners sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 6,072 shares — an estimated $241K sold.

Curated Wealth Partners first reported a position in BWA in Q4 2020 and held it in 6 quarters. The position peaked at $285K in Q4 2020. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • Curated Wealth Partners reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 6,072 BorgWarner shares in Q2 2022, an estimated $241K.
  • Curated Wealth Partners first reported a position in BorgWarner in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's BorgWarner position peaked at $285K in Q4 2020.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.