LNWWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return