Heritage Wealth Advisors’s BorgWarner BWA Stock Holding History

Heritage 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
2020 Q4	–	Sell	-227	Closed	-$7.75K	–	542
2020 Q3	$7.75K	Buy	+227	New	+$7.8K	﹤0.01%	405

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Heritage Wealth Advisors's BWA Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of BorgWarner (BWA) in Q4 2020, closing a stake of 227 shares — an estimated $7.75K sold.

Heritage Wealth Advisors first reported a position in BWA in Q3 2020 and held it in 1 quarter. The position peaked at $7.75K in Q3 2020. 562 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

Heritage Wealth Advisors reported no remaining BorgWarner position as of Q4 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 227 BorgWarner shares in Q4 2020, an estimated $7.75K.
Heritage Wealth Advisors first reported a position in BorgWarner in Q3 2020 and held it in 1 quarter.
Heritage Wealth Advisors's BorgWarner position peaked at $7.75K in Q3 2020.
562 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.