Lenox Wealth Advisors’s BorgWarner BWA Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-18	Closed	-$1K	–	788
2021 Q4	$1K	Buy	+18	New	+$723	﹤0.01%	808
2018 Q3	–	Sell	-176	Closed	-$7K	–	424
2018 Q2	$7K	Sell	176 -55	-24%	-$2.42K	﹤0.01%	414
2018 Q1	$10K	Buy	231 +176	+320%	+$8.18K	﹤0.01%	359
2017 Q4	$2K	Buy	+55	New	+$2.54K	﹤0.01%	333
2015 Q4	–	Sell	-341	Closed	-$12K	–	504
2015 Q3	$12K	Buy	+341	New	+$14.2K	﹤0.01%	168

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's BWA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BWA in Q3 2015 and held it in 5 quarters. The position peaked at $12K in Q3 2015. 612 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

Lenox Wealth Advisors reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 18 BorgWarner shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in BorgWarner in Q3 2015 and held it in 5 quarters.
Lenox Wealth Advisors's BorgWarner position peaked at $12K in Q3 2015.
612 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.