San Luis Wealth Advisors’s BorgWarner BWA Stock Holding History

San Luis 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
2022 Q2	–	Sell	-114	Closed	-$5K	–	119
2022 Q1	$5K	Buy	+114	New	+$4.26K	﹤0.01%	398

Other funds holding BWA

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's BWA Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 114 shares — an estimated $5K sold.

San Luis Wealth Advisors first reported a position in BWA in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

San Luis Wealth Advisors reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 114 BorgWarner shares in Q2 2022, an estimated $5K.
San Luis Wealth Advisors first reported a position in BorgWarner in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's BorgWarner position peaked at $5K in Q1 2022.
612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.