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Legacy Wealth Partners (California)’s BorgWarner BWA Stock Holding History

Legacy Wealth Partners (California)’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
Q1 		– Sell
-22,672
Closed -$771K – 86
2020
Q4 		$771K Buy
22,672
+5,037
+29% +$171K 0.48% 52
2020
Q3 		$601K Buy
17,635
+657
+4% +$22.6K 0.43% 54
2020
Q2 		$528K Buy
+16,978
New +$447K 0.4% 54

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Partners (California)'s BWA Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 22,672 shares — an estimated $771K sold.

Legacy Wealth Partners (California) first reported a position in BWA in Q2 2020 and held it in 3 quarters. The position peaked at $771K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 22,672 BorgWarner shares in Q1 2021, an estimated $771K.
  • Legacy Wealth Partners (California) first reported a position in BorgWarner in Q2 2020 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s BorgWarner position peaked at $771K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.