UIA
BWA icon

UBP Investment Advisors’s BorgWarner BWA Stock Holding History

UBP Investment 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
Q3 		– Sell
-8,269
Closed -$240K – 84
2022
Q2 		$240K Buy
8,269
+3,578
+76% +$118K 0.1% 98
2022
Q1 		$590K Sell
4,691
-25,541
-84% -$954K 0.22% 64
2021
Q4 		$1.2M Buy
30,232
+305
+1% +$12.2K 0.44% 42
2021
Q3 		$1.14M Buy
29,927
+542
+2% +$21.6K 0.44% 50
2021
Q2 		$1.26M Buy
29,385
+16,286
+124% +$717K 0.47% 48
2021
Q1 		$530K Buy
+13,099
New +$511K 0.22% 70

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBP Investment Advisors's BWA Position: Q3 2022 in Review

UBP Investment Advisors sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 8,269 shares — an estimated $240K sold.

UBP Investment Advisors first reported a position in BWA in Q1 2021 and held it in 6 quarters. The position peaked at $1.26M in Q2 2021. 602 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • UBP Investment Advisors reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 8,269 BorgWarner shares in Q3 2022, an estimated $240K.
  • UBP Investment Advisors first reported a position in BorgWarner in Q1 2021 and held it in 6 quarters.
  • UBP Investment Advisors's BorgWarner position peaked at $1.26M in Q2 2021.
  • 602 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.