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Forvis Mazars Wealth Advisors’s BorgWarner BWA Stock Holding History

Forvis Mazars 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
Q1 		– Sell
-9,915
Closed -$337K – 290
2020
Q4 		$337K Buy
9,915
+1,903
+24% +$64.5K 0.02% 275
2020
Q3 		$273K Buy
+8,012
New +$275K 0.02% 264

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BWA Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 9,915 shares — an estimated $337K sold.

Forvis Mazars Wealth Advisors first reported a position in BWA in Q3 2020 and held it in 2 quarters. The position peaked at $337K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 9,915 BorgWarner shares in Q1 2021, an estimated $337K.
  • Forvis Mazars Wealth Advisors first reported a position in BorgWarner in Q3 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's BorgWarner position peaked at $337K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.