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J.W. Cole Advisors’s BorgWarner BWA Stock Holding History

J.W. Cole 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
2022
Q3 		– Sell
-6,956
Closed -$204K – 727
2022
Q2 		$204K Sell
6,956
-103
-1% -$3.39K 0.02% 674
2022
Q1 		$242K Sell
7,059
-1,704
-19% -$63.7K 0.02% 689
2021
Q4 		$348K Sell
8,763
-733
-8% -$29.4K 0.02% 593
2021
Q3 		$363K Buy
9,496
+3,298
+53% +$131K 0.03% 312
2021
Q2 		$265K Buy
6,198
+1
+0% +$44 0.02% 618
2021
Q1 		$253K Sell
6,197
-337
-5% -$13.1K 0.02% 563
2020
Q4 		$222K Sell
6,534
-272
-4% -$9.22K 0.02% 565
2020
Q3 		$232K Buy
+6,806
New +$234K 0.02% 632

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

J.W. Cole Advisors's BWA Position: Q3 2022 in Review

J.W. Cole Advisors sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 6,956 shares — an estimated $204K sold.

J.W. Cole Advisors first reported a position in BWA in Q3 2020 and held it in 8 quarters. The position peaked at $363K in Q3 2021. 602 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • J.W. Cole Advisors reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,956 BorgWarner shares in Q3 2022, an estimated $204K.
  • J.W. Cole Advisors first reported a position in BorgWarner in Q3 2020 and held it in 8 quarters.
  • J.W. Cole Advisors's BorgWarner position peaked at $363K in Q3 2021.
  • 602 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.