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Regal Investment Advisors’s BorgWarner BWA Stock Holding History

Regal Investment 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
Q3 		– Sell
-32,062
Closed -$942K – 485
2022
Q2 		$942K Sell
32,062
-482
-1% -$15.9K 0.1% 197
2022
Q1 		$1.11M Sell
32,544
-69
-0.2% -$2.58K 0.1% 202
2021
Q4 		$1.29M Sell
32,613
-1,993
-6% -$80K 0.11% 189
2021
Q3 		$1.32M Buy
34,606
+9,199
+36% +$366K 0.13% 169
2021
Q2 		$1.09M Buy
+25,407
New +$1.12M 0.11% 199
2021
Q1 		– Sell
-42,870
Closed -$1.46M – 73
2020
Q4 		$1.46M Buy
+42,870
New +$1.45M 0.16% 143
2017
Q2 		– Sell
-80,761
Closed -$2.97M – 263
2017
Q1 		$2.97M Sell
80,761
-13,911
-15% -$507K 0.78% 37
2016
Q4 		$3.29M Sell
94,672
-4,736
-5% -$153K 0.91% 31
2016
Q3 		$3.08M Sell
99,408
-6,693
-6% -$197K 0.87% 35
2016
Q2 		$2.76M Sell
106,101
-7,604
-7% -$230K 0.76% 52
2016
Q1 		$3.84M Buy
+113,705
New +$3.37M 1.04% 21
2014
Q3 		– Sell
-565
Closed -$32K – 939
2014
Q2 		$32K Buy
+565
New +$31.1K 0.01% 455

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Regal Investment Advisors's BWA Position: Q3 2022 in Review

Regal Investment Advisors sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 32,062 shares — an estimated $942K sold.

Regal Investment Advisors first reported a position in BWA in Q2 2014 and held it in 12 quarters. The position peaked at $3.84M in Q1 2016. 602 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • Regal Investment Advisors reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 32,062 BorgWarner shares in Q3 2022, an estimated $942K.
  • Regal Investment Advisors first reported a position in BorgWarner in Q2 2014 and held it in 12 quarters.
  • Regal Investment Advisors's BorgWarner position peaked at $3.84M in Q1 2016.
  • 602 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.