FSC Wealth Advisors’s BorgWarner BWA Stock Holding History

FSC 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
2022 Q4	–	Sell	-91	Closed	-$3K	–	170
2022 Q3	$3K	Hold	91	–	–	0.03%	161
2022 Q2	$3K	Buy	+91	New	+$3K	0.03%	163

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FSC Wealth Advisors's BWA Position: Q4 2022 in Review

FSC Wealth Advisors sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 91 shares — an estimated $3K sold.

FSC Wealth Advisors first reported a position in BWA in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 649 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

FSC Wealth Advisors reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 91 BorgWarner shares in Q4 2022, an estimated $3K.
FSC Wealth Advisors first reported a position in BorgWarner in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's BorgWarner position peaked at $3K in Q3 2022.
649 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.