EWA
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Evolution Wealth Advisors’s BorgWarner BWA Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-61
Closed -$2K – 226
2021
Q3 		$2K Hold
61
– – ﹤0.01% 637
2021
Q2 		$3K Hold
61
– – ﹤0.01% 579
2021
Q1 		$3K Hold
61
– – ﹤0.01% 586
2020
Q4 		$2K Hold
61
– – ﹤0.01% 551
2020
Q3 		$2K Hold
61
– – ﹤0.01% 527
2020
Q2 		$2K Buy
+61
New +$1.61K ﹤0.01% 468

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Evolution Wealth Advisors's BWA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of BorgWarner (BWA) in Q4 2021, closing a stake of 61 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in BWA in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 633 funds tracked by Wall St. Rank hold BWA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining BorgWarner position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 61 BorgWarner shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in BorgWarner in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's BorgWarner position peaked at $3K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held BorgWarner as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.