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Jackson Grant Investment Advisers’s BorgWarner BWA Stock Holding History

Jackson Grant Investment Advisers’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
-314
Closed -$11K – 370
2020
Q4 		$11K Buy
+314
New +$10.6K 0.01% 306

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Grant Investment Advisers's BWA Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 314 shares — an estimated $11K sold.

Jackson Grant Investment Advisers first reported a position in BWA in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

  • Jackson Grant Investment Advisers reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 314 BorgWarner shares in Q1 2021, an estimated $11K.
  • Jackson Grant Investment Advisers first reported a position in BorgWarner in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's BorgWarner position peaked at $11K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.