TCWP’s BorgWarner BWA Stock Holding History

TCWP’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	-458	Closed	-$15K	–	496
2022 Q1	$15K	Buy	+458	New	+$17.1K	﹤0.01%	765

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

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

TCWP's BWA Position: Q2 2022 in Review

TCWP sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 458 shares — an estimated $15K sold.

TCWP first reported a position in BWA in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

TCWP reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
TCWP sold 458 BorgWarner shares in Q2 2022, an estimated $15K.
TCWP first reported a position in BorgWarner in Q1 2022 and held it in 1 quarter.
TCWP's BorgWarner position peaked at $15K in Q1 2022.
612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.