Lake Point Wealth Management’s BorgWarner BWA Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	364
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	317
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	326
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	311
2021 Q2	$2K	Buy	+45	New	+$1.98K	﹤0.01%	324
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	303
2019 Q4	$2K	Buy	+45	New	+$1.65K	﹤0.01%	472
2019 Q2	$2K	Hold	45	–	–	﹤0.01%	521
2019 Q1	$2K	Hold	45	–	–	﹤0.01%	521
2018 Q4	$1K	Buy	+45	New	+$1.51K	﹤0.01%	739

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Lake Point Wealth Management's BWA Position: Q2 2022 in Review

Lake Point Wealth Management held its BorgWarner (BWA) position steady in Q2 2022 at 45 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Lake Point Wealth Management first reported a position in BWA in Q4 2018 and has held it in 10 quarters since. The position peaked at $2K in Q1 2022. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

Lake Point Wealth Management held 45 shares of BorgWarner worth $1K as of Q2 2022.
Lake Point Wealth Management left its BorgWarner share count unchanged in Q2 2022.
BorgWarner made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #364 holding.
Lake Point Wealth Management first reported a position in BorgWarner in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's BorgWarner position peaked at $2K in Q1 2022.
612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.