Graves Light Lenhart Wealth’s BorgWarner BWA Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-227	Closed	-$7K	–	225
2022 Q2	$7K	Hold	227	–	–	﹤0.01%	510
2022 Q1	$8K	Hold	227	–	–	﹤0.01%	555
2021 Q4	$9K	Hold	227	–	–	﹤0.01%	609
2021 Q3	$9K	Hold	227	–	–	﹤0.01%	567
2021 Q2	$10K	Hold	227	–	–	﹤0.01%	554
2021 Q1	$9K	Hold	227	–	–	﹤0.01%	576
2020 Q4	$8K	Buy	+227	New	+$7.7K	﹤0.01%	565

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Graves Light Lenhart Wealth's BWA Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 227 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in BWA in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 602 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 227 BorgWarner shares in Q3 2022, an estimated $7K.
Graves Light Lenhart Wealth first reported a position in BorgWarner in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's BorgWarner position peaked at $10K in Q2 2021.
602 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.