Halpern Financial’s BorgWarner BWA Stock Holding History

Halpern Financial’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 Q3	–	Sell	-73	Closed	-$3.11K	–	260
2021 Q2	$3.11K	Hold	73	–	–	﹤0.01%	207
2021 Q1	$2.97K	Buy	+73	New	+$2.85K	﹤0.01%	210

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Halpern Financial's BWA Position: Q3 2021 in Review

Halpern Financial sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 73 shares — an estimated $3.11K sold.

Halpern Financial first reported a position in BWA in Q1 2021 and held it in 2 quarters. The position peaked at $3.11K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Halpern Financial reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 73 BorgWarner shares in Q3 2021, an estimated $3.11K.
Halpern Financial first reported a position in BorgWarner in Q1 2021 and held it in 2 quarters.
Halpern Financial's BorgWarner position peaked at $3.11K in Q2 2021.
583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.