Planned Solutions’s BorgWarner BWA Stock Holding History

Planned Solutions’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 Q1	–	Sell	-1,704	Closed	-$58K	–	109
2020 Q4	$58K	Buy	+1,704	New	+$57.8K	0.05%	172

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's BWA Position: Q1 2021 in Review

Planned Solutions sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 1,704 shares — an estimated $58K sold.

Planned Solutions first reported a position in BWA in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

Planned Solutions reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 1,704 BorgWarner shares in Q1 2021, an estimated $58K.
Planned Solutions first reported a position in BorgWarner in Q4 2020 and held it in 1 quarter.
Planned Solutions's BorgWarner position peaked at $58K in Q4 2020.
594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.