IWP
BWA icon

Icon Wealth Partners’s BorgWarner BWA Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-273
Closed -$9K – 250
2019
Q1 		$9K Buy
+273
New +$9.44K ﹤0.01% 678
2018
Q1 		– Sell
-344
Closed -$15K – 329
2017
Q4 		$15K Buy
+344
New +$15.9K 0.01% 651

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Icon Wealth Partners's BWA Position: Q2 2019 in Review

Icon Wealth Partners sold out of BorgWarner (BWA) in Q2 2019, closing a stake of 273 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in BWA in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 513 funds tracked by Wall St. Rank hold BWA as of Q2 2019.

  • Icon Wealth Partners reported no remaining BorgWarner position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 273 BorgWarner shares in Q2 2019, an estimated $9K.
  • Icon Wealth Partners first reported a position in BorgWarner in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's BorgWarner position peaked at $15K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held BorgWarner as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.