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Cypress Point Wealth Management’s BorgWarner BWA Stock Holding History

Cypress Point 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
Q3 		– Sell
-114
Closed -$5K – 167
2021
Q2 		$5K Buy
+114
New +$5.02K ﹤0.01% 166

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State Street
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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

Cypress Point Wealth Management's BWA Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 114 shares — an estimated $5K sold.

Cypress Point Wealth Management first reported a position in BWA in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 114 BorgWarner shares in Q3 2021, an estimated $5K.
  • Cypress Point Wealth Management first reported a position in BorgWarner in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's BorgWarner position peaked at $5K in Q2 2021.
  • 583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.