Polaris Wealth Advisory Group’s BorgWarner BWA Stock Holding History

Polaris Wealth Advisory Group’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	-242,050	Closed	-$9.6M	–	164
2021 Q4	$9.6M	Sell	242,050 -321,282	-57%	-$12.9M	0.55%	57
2021 Q3	$22.7M	Buy	+563,332	New	+$22.4M	1.36%	35
2019 Q3	–	Sell	-102,521	Closed	-$3.79M	–	153
2019 Q2	$3.79M	Buy	+102,521	New	+$3.63M	0.29%	61
2014 Q3	–	Sell	-8,085	Closed	-$464K	–	71
2014 Q2	$464K	Buy	8,085 +461	+6%	+$25.4K	0.1%	56
2014 Q1	$413K	Buy	7,624 +926	+14%	+$47.2K	0.1%	60
2013 Q4	$330K	Buy	6,698 +4,153	+163%	+$192K	0.08%	67
2013 Q3	$114K	Buy	+2,545	New	+$107K	0.04%	73

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Polaris Wealth Advisory Group's BWA Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 242,050 shares — an estimated $9.6M sold.

Polaris Wealth Advisory Group first reported a position in BWA in Q3 2013 and held it in 7 quarters. The position peaked at $22.7M in Q3 2021. 613 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 242,050 BorgWarner shares in Q1 2022, an estimated $9.6M.
Polaris Wealth Advisory Group first reported a position in BorgWarner in Q3 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's BorgWarner position peaked at $22.7M in Q3 2021.
613 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.