Kore Private Wealth’s BorgWarner BWA Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-204	Closed	-$6K	–	382
2020 Q2	$6K	Hold	204	–	–	﹤0.01%	871
2020 Q1	$4K	Sell	204 -12	-6%	-$347	﹤0.01%	826
2019 Q4	$8K	Buy	+216	New	+$7.92K	﹤0.01%	778
2019 Q2	–	Sell	-204	Closed	-$7K	–	307
2019 Q1	$7K	Buy	+204	New	+$7.06K	﹤0.01%	685

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kore Private Wealth's BWA Position: Q3 2020 in Review

Kore Private Wealth sold out of BorgWarner (BWA) in Q3 2020, closing a stake of 204 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in BWA in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 524 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

Kore Private Wealth reported no remaining BorgWarner position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 204 BorgWarner shares in Q3 2020, an estimated $6K.
Kore Private Wealth first reported a position in BorgWarner in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's BorgWarner position peaked at $8K in Q4 2019.
524 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.