Parisi Gray Wealth Management’s BorgWarner BWA Stock Holding History

Parisi Gray 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 Q3	–	Sell	-2,111	Closed	-$90K	–	190
2021 Q2	$90K	Buy	+2,111	New	+$93K	0.03%	222
2019 Q2	–	Sell	-1,142	Closed	-$39K	–	160
2019 Q1	$39K	Hold	1,142	–	–	0.02%	243
2018 Q4	$35K	Hold	1,142	–	–	0.02%	253
2018 Q3	$43K	Hold	1,142	–	–	0.03%	244
2018 Q2	$45K	Hold	1,142	–	–	0.03%	244
2018 Q1	$51K	Buy	1,142 +62	+6%	+$2.88K	0.04%	210
2017 Q4	$49K	Buy	+1,080	New	+$49.9K	0.04%	222

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Parisi Gray Wealth Management's BWA Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 2,111 shares — an estimated $90K sold.

Parisi Gray Wealth Management first reported a position in BWA in Q4 2017 and held it in 7 quarters. The position peaked at $90K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Parisi Gray Wealth Management reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 2,111 BorgWarner shares in Q3 2021, an estimated $90K.
Parisi Gray Wealth Management first reported a position in BorgWarner in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's BorgWarner position peaked at $90K in Q2 2021.
583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.