Harvest Group Wealth Management’s BorgWarner BWA Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-345	Closed	-$12K	–	125
2020 Q4	$12K	Hold	345	–	–	0.01%	212
2020 Q3	$12K	Hold	345	–	–	0.01%	203
2020 Q2	$10K	Hold	345	–	–	0.01%	209
2020 Q1	$7K	Hold	345	–	–	0.01%	232
2019 Q4	$13K	Hold	345	–	–	0.01%	203
2019 Q3	$11K	Buy	345 +1	+0.3%	+$32	0.01%	238
2019 Q2	$12K	Buy	344 +1	+0.3%	+$35	0.02%	198
2019 Q1	$12K	Buy	+343	New	+$11.9K	0.01%	212

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Group Wealth Management's BWA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 345 shares — an estimated $12K sold.

Harvest Group Wealth Management first reported a position in BWA in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 595 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

Harvest Group Wealth Management reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 345 BorgWarner shares in Q1 2021, an estimated $12K.
Harvest Group Wealth Management first reported a position in BorgWarner in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's BorgWarner position peaked at $13K in Q4 2019.
595 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.