OWA
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Outlook Wealth Advisors’s BorgWarner BWA Stock Holding History

Outlook 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
2024
Q1 		– Sell
-13,879
Closed -$498K – 262
2023
Q4 		$498K Sell
13,879
-3,065
-18% -$109K 0.17% 121
2023
Q3 		$684K Sell
16,944
-1,783
-10% -$75.5K 0.26% 95
2023
Q2 		$806K Buy
18,727
+4,929
+36% +$203K 0.3% 80
2023
Q1 		$596K Buy
+13,798
New +$571K 0.27% 101
2021
Q3 		– Sell
-14,512
Closed -$620K – 213
2021
Q2 		$620K Sell
14,512
-847
-6% -$37.3K 0.2% 132
2021
Q1 		$627K Buy
15,359
+4,314
+39% +$168K 0.22% 117
2020
Q4 		$376K Buy
11,045
+788
+8% +$26.7K 0.14% 146
2020
Q3 		$350K Buy
10,257
+1,161
+13% +$39.9K 0.14% 140
2020
Q2 		$283K Buy
+9,096
New +$240K 0.12% 146

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return