WealthShield Partners’s BorgWarner BWA Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-25	Closed	-$1K	–	809
2021 Q1	$1K	Buy	+25	New	+$974	﹤0.01%	1098

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

WealthShield Partners's BWA Position: Q2 2021 in Review

WealthShield Partners sold out of BorgWarner (BWA) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

WealthShield Partners first reported a position in BWA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 630 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

WealthShield Partners reported no remaining BorgWarner position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 25 BorgWarner shares in Q2 2021, an estimated $1K.
WealthShield Partners first reported a position in BorgWarner in Q1 2021 and held it in 1 quarter.
WealthShield Partners's BorgWarner position peaked at $1K in Q1 2021.
630 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.