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Frontier Wealth Management’s BorgWarner BWA Stock Holding History

Frontier 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
2022
Q2 		– Sell
-7,613
Closed -$248K – 395
2022
Q1 		$248K Hold
7,613
– – ﹤0.01% 342
2021
Q4 		$302K Buy
7,613
+176
+2% +$7.07K 0.02% 326
2021
Q3 		$283K Hold
7,437
– – 0.02% 342
2021
Q2 		$318K Buy
7,437
+22
+0.3% +$969 0.02% 324
2021
Q1 		$303K Hold
7,415
– – 0.02% 306
2020
Q4 		$252K Hold
7,415
– – 0.02% 319
2020
Q3 		$253K Hold
7,415
– – 0.02% 305
2020
Q2 		$230K Buy
+7,415
New +$195K 0.02% 309
2020
Q1 		– Sell
-6,506
Closed -$248K – 295
2019
Q4 		$248K Sell
6,506
-1,340
-17% -$49.1K 0.04% 254
2019
Q3 		$253K Hold
7,846
– – 0.04% 264
2019
Q2 		$290K Hold
7,846
– – 0.04% 248
2019
Q1 		$265K Sell
7,846
-617
-7% -$21.3K 0.04% 296
2018
Q4 		$259K Buy
8,463
+1,247
+17% +$41.8K 0.04% 287
2018
Q3 		$272K Hold
7,216
– – 0.03% 318
2018
Q2 		$274K Buy
7,216
+44
+0.6% +$1.94K 0.04% 299
2018
Q1 		$317K Buy
7,172
+839
+13% +$39K 0.04% 295
2017
Q4 		$285K Hold
6,333
– – 0.05% 278
2017
Q3 		$286K Hold
6,333
– – 0.04% 299
2017
Q2 		$236K Hold
6,333
– – 0.04% 337
2017
Q1 		$233K Hold
6,333
– – 0.04% 339
2016
Q4 		$220K Buy
+6,333
New +$204K 0.04% 340
2016
Q1 		– Sell
-5,862
Closed -$223K – 356
2015
Q4 		$223K Sell
5,862
-92
-2% -$3.45K 0.04% 294
2015
Q3 		$218K Buy
5,954
+659
+12% +$27.4K 0.03% 296
2015
Q2 		$265K Buy
5,295
+659
+14% +$35.2K 0.04% 274
2015
Q1 		$247K Hold
4,636
– – 0.04% 256
2014
Q4 		$224K Buy
+4,636
New +$226K 0.04% 226

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

Frontier Wealth Management's BWA Position: Q2 2022 in Review

Frontier Wealth Management sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 7,613 shares — an estimated $248K sold.

Frontier Wealth Management first reported a position in BWA in Q4 2014 and held it in 26 quarters. The position peaked at $318K in Q2 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • Frontier Wealth Management reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 7,613 BorgWarner shares in Q2 2022, an estimated $248K.
  • Frontier Wealth Management first reported a position in BorgWarner in Q4 2014 and held it in 26 quarters.
  • Frontier Wealth Management's BorgWarner position peaked at $318K in Q2 2021.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.