TRUADVICE’s BorgWarner BWA Stock Holding History

TRUADVICE’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 Q3	–	Sell	-8,141	Closed	-$339K	–	144
2021 Q2	$339K	Sell	8,141 -147	-2%	-$6.47K	0.07%	223
2021 Q1	$360K	Buy	8,288 +2,301	+38%	+$89.7K	0.11%	180
2020 Q4	$237K	Buy	+5,987	New	+$203K	0.07%	251

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRUADVICE's BWA Position: Q3 2021 in Review

TRUADVICE sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 8,141 shares — an estimated $339K sold.

TRUADVICE first reported a position in BWA in Q4 2020 and held it in 3 quarters. The position peaked at $360K in Q1 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

TRUADVICE reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 8,141 BorgWarner shares in Q3 2021, an estimated $339K.
TRUADVICE first reported a position in BorgWarner in Q4 2020 and held it in 3 quarters.
TRUADVICE's BorgWarner position peaked at $360K in Q1 2021.
583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.