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%	828
2022 Q1	$0	Hold	22	–	–	﹤0.01%	907
2021 Q4	$0	Hold	22	–	–	﹤0.01%	880
2021 Q3	$0	Hold	22	–	–	﹤0.01%	897
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Victory Capital Management

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

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

Diamond Hill Capital Management

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

American Century Companies

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

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return