LWM
BWA icon

Liberty Wealth Management’s BorgWarner BWA Stock Holding History

Liberty 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
2021
Q2 		– Sell
-9
Closed – – 1072
2021
Q1 		$0 Hold
9
– – ﹤0.01% 937
2020
Q4 		$0 Buy
+9
New +$305 ﹤0.01% 950
2020
Q2 		– Sell
-23
Closed – – 866
2020
Q1 		$0 Hold
23
– – ﹤0.01% 893
2019
Q4 		$1K Hold
23
– – ﹤0.01% 806
2019
Q3 		$1K Hold
23
– – ﹤0.01% 775
2019
Q2 		$1K Hold
23
– – ﹤0.01% 802
2019
Q1 		$0 Buy
+23
New +$796 ﹤0.01% 744

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Liberty Wealth Management's BWA Position: Q2 2021 in Review

Liberty Wealth Management sold out of BorgWarner (BWA) in Q2 2021, closing a stake of 9 shares.

Liberty Wealth Management first reported a position in BWA in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 630 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

  • Liberty Wealth Management reported no remaining BorgWarner position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 9 BorgWarner shares in Q2 2021.
  • Liberty Wealth Management first reported a position in BorgWarner in Q1 2019 and held it in 7 quarters.
  • Liberty Wealth Management's BorgWarner position peaked at $1K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.