Laird Norton Wetherby Wealth Management’s BorgWarner BWA Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023 Q2	–	Sell	-4,713	Closed	-$204K	–	958
2023 Q1	$204K	Buy	+4,713	New	+$195K	0.01%	820
2018 Q2	–	Sell	-4,904	Closed	-$216K	–	647
2018 Q1	$216K	Buy	4,904 +179	+4%	+$8.32K	0.03%	586
2017 Q4	$213K	Buy	4,725 +95	+2%	+$4.39K	0.03%	581
2017 Q3	$209K	Buy	+4,630	New	+$189K	0.03%	555
2016 Q2	–	Sell	-6,301	Closed	-$213K	–	513
2016 Q1	$213K	Buy	+6,301	New	+$187K	0.05%	417
2015 Q3	–	Sell	-5,330	Closed	-$267K	–	460
2015 Q2	$267K	Buy	5,330 +571	+12%	+$30.5K	0.06%	359
2015 Q1	$254K	Buy	4,759 +308	+7%	+$15.7K	0.06%	366
2014 Q4	$215K	Buy	+4,451	New	+$217K	0.05%	399
2014 Q2	–	Sell	-3,698	Closed	-$200K	–	437
2014 Q1	$200K	Buy	+3,698	New	+$189K	0.06%	398

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BWA Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 4,713 shares — an estimated $204K sold.

Laird Norton Wetherby Wealth Management first reported a position in BWA in Q1 2014 and held it in 9 quarters. The position peaked at $267K in Q2 2015. 727 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

Laird Norton Wetherby Wealth Management reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,713 BorgWarner shares in Q2 2023, an estimated $204K.
Laird Norton Wetherby Wealth Management first reported a position in BorgWarner in Q1 2014 and held it in 9 quarters.
Laird Norton Wetherby Wealth Management's BorgWarner position peaked at $267K in Q2 2015.
727 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.