Regent Peak Wealth Advisors’s BorgWarner BWA Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-208	Closed	-$7K	–	266
2020 Q4	$7K	Buy	+208	New	+$7.05K	﹤0.01%	603

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's BWA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 208 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in BWA in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 208 BorgWarner shares in Q1 2021, an estimated $7K.
Regent Peak Wealth Advisors first reported a position in BorgWarner in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's BorgWarner position peaked at $7K in Q4 2020.
594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.