PWAG
BWA icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return