SWA
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SOA Wealth Advisors’s BorgWarner BWA Stock Holding History

SOA 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
Q4 		– Sell
-2
Closed – – 983
2022
Q3 		$0 Hold
2
– – ﹤0.01% 838
2022
Q2 		$0 Sell
2
-20
-91% -$659 ﹤0.01% 827
2022
Q1 		$0 Hold
22
– – ﹤0.01% 906
2021
Q4 		$0 Hold
22
– – ﹤0.01% 880
2021
Q3 		$0 Hold
22
– – ﹤0.01% 896
2021
Q2 		$0 Buy
22
+21
+2,100% +$925 ﹤0.01% 867
2021
Q1 		$0 Hold
1
– – ﹤0.01% 813
2020
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 794

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 $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SOA Wealth Advisors's BWA Position: Q4 2022 in Review

SOA Wealth Advisors sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 2 shares.

SOA Wealth Advisors first reported a position in BWA in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 648 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

  • SOA Wealth Advisors reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 BorgWarner shares in Q4 2022.
  • SOA Wealth Advisors first reported a position in BorgWarner in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's BorgWarner position peaked at $0 in Q3 2022.
  • 648 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.