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Joseph P. Lucia & Associates’s BorgWarner BWA Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-72
Closed -$3K – 180
2021
Q3 		$3K Hold
72
– – ﹤0.01% 476
2021
Q2 		$3K Hold
72
– – ﹤0.01% 478
2021
Q1 		$3K Buy
+72
New +$2.81K ﹤0.01% 452

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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Joseph P. Lucia & Associates's BWA Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of BorgWarner (BWA) in Q4 2021, closing a stake of 72 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in BWA in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 633 funds tracked by Wall St. Rank hold BWA as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining BorgWarner position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 72 BorgWarner shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in BorgWarner in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's BorgWarner position peaked at $3K in Q3 2021.
  • 633 funds tracked by Wall St. Rank held BorgWarner as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.