Plante Moran Financial Advisors’s BorgWarner BWA Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-140	Closed	-$4K	–	875
2022 Q3	$4K	Buy	+140	New	+$4.52K	﹤0.01%	718
2021 Q4	–	Sell	-400	Closed	-$15K	–	1008
2021 Q3	$15K	Buy	+400	New	+$15.9K	﹤0.01%	615
2021 Q1	–	Sell	-594	Closed	-$20K	–	1005
2020 Q4	$20K	Sell	594 -440	-43%	-$14.9K	0.01%	530
2020 Q3	$35K	Buy	1,034 +455	+79%	+$15.6K	0.01%	380
2020 Q2	$18K	Buy	+579	New	+$15.3K	0.01%	443
2019 Q1	–	Sell	-42	Closed	-$1K	–	787
2018 Q4	$1K	Buy	+42	New	+$1.41K	﹤0.01%	779
2017 Q1	–	Sell	-14	Closed	–	–	891
2016 Q4	$0	Buy	+14	New	+$452	﹤0.01%	972
2016 Q1	–	Sell	-159	Closed	-$6K	–	872
2015 Q4	$6K	Sell	159 -206	-56%	-$7.73K	﹤0.01%	668
2015 Q3	$13K	Hold	365	–	–	0.01%	443
2015 Q2	$18K	Hold	365	–	–	0.01%	431
2015 Q1	$19K	Hold	365	–	–	0.01%	411
2014 Q4	$18K	Hold	365	–	–	0.01%	414
2014 Q3	$17K	Sell	365 -35	-9%	-$1.92K	0.01%	427
2014 Q2	$23K	Buy	+400	New	+$22K	0.02%	359

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Plante Moran Financial Advisors's BWA Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 140 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in BWA in Q2 2014 and held it in 14 quarters. The position peaked at $35K in Q3 2020. 648 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

Plante Moran Financial Advisors reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 140 BorgWarner shares in Q4 2022, an estimated $4K.
Plante Moran Financial Advisors first reported a position in BorgWarner in Q2 2014 and held it in 14 quarters.
Plante Moran Financial Advisors's BorgWarner position peaked at $35K in Q3 2020.
648 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.