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Modera Wealth Management’s BorgWarner BWA Stock Holding History

Modera 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
Q1 		– Sell
-5,812
Closed -$231K – 389
2021
Q4 		$231K Buy
+5,812
New +$233K 0.01% 513

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American Century Companies
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Modera Wealth Management's BWA Position: Q1 2022 in Review

Modera Wealth Management sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 5,812 shares — an estimated $231K sold.

Modera Wealth Management first reported a position in BWA in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

  • Modera Wealth Management reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 5,812 BorgWarner shares in Q1 2022, an estimated $231K.
  • Modera Wealth Management first reported a position in BorgWarner in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's BorgWarner position peaked at $231K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.