Wealth Quarterback’s BorgWarner BWA Stock Holding History

Wealth Quarterback’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	-115	Closed	-$5K	–	848
2021 Q2	$5K	Buy	+115	New	+$5.07K	﹤0.01%	604

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 $3.37T AUM 44.26% 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

Wealth Quarterback's BWA Position: Q3 2021 in Review

Wealth Quarterback sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 115 shares — an estimated $5K sold.

Wealth Quarterback first reported a position in BWA in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Wealth Quarterback reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
Wealth Quarterback sold 115 BorgWarner shares in Q3 2021, an estimated $5K.
Wealth Quarterback first reported a position in BorgWarner in Q2 2021 and held it in 1 quarter.
Wealth Quarterback's BorgWarner position peaked at $5K in Q2 2021.
583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.