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PRW Wealth Management’s BorgWarner BWA Stock Holding History

PRW 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
2019
Q2 		– Sell
-151
Closed -$4K – 141
2019
Q1 		$4K Hold
151
– – ﹤0.01% 405
2018
Q4 		$4K Buy
+151
New +$5.06K 0.01% 401

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JP Morgan Chase
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Harris Associates
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BCIM
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ATO
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PRW Wealth Management's BWA Position: Q2 2019 in Review

PRW Wealth Management sold out of BorgWarner (BWA) in Q2 2019, closing a stake of 151 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in BWA in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 513 funds tracked by Wall St. Rank hold BWA as of Q2 2019.

  • PRW Wealth Management reported no remaining BorgWarner position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 151 BorgWarner shares in Q2 2019, an estimated $4K.
  • PRW Wealth Management first reported a position in BorgWarner in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's BorgWarner position peaked at $4K in Q1 2019.
  • 513 funds tracked by Wall St. Rank held BorgWarner as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.