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Hoover Financial Advisors’s BorgWarner BWA Stock Holding History

Hoover Financial 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
2021
Q2 		$6K Hold
142
– – ﹤0.01% 522
2021
Q1 		$6K Hold
142
– – ﹤0.01% 474
2020
Q4 		$5K Buy
+142
New +$4.82K ﹤0.01% 456
2020
Q3 		– Sell
-142
Closed -$4K – 233
2020
Q2 		$4K Buy
+142
New +$3.74K ﹤0.01% 402

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hoover Financial Advisors's BWA Position: Q2 2021 in Review

Hoover Financial Advisors held its BorgWarner (BWA) position steady in Q2 2021 at 142 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Hoover Financial Advisors first reported a position in BWA in Q2 2020 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

  • Hoover Financial Advisors held 142 shares of BorgWarner worth $6K as of Q2 2021.
  • Hoover Financial Advisors left its BorgWarner share count unchanged in Q2 2021.
  • BorgWarner made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #522 holding.
  • Hoover Financial Advisors first reported a position in BorgWarner in Q2 2020 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.