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Wealthspire Advisors (Maryland)’s BorgWarner BWA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,788
Closed -$60K – 692
2019
Q1 		$60K Buy
1,788
+111
+7% +$3.84K ﹤0.01% 833
2018
Q4 		$51K Buy
1,677
+75
+5% +$2.51K ﹤0.01% 847
2018
Q3 		$60K Sell
1,602
-205
-11% -$8.06K ﹤0.01% 900
2018
Q2 		$69K Buy
1,807
+467
+35% +$20.6K 0.01% 855
2018
Q1 		$59K Sell
1,340
-96
-7% -$4.46K 0.01% 914
2017
Q4 		$65K Buy
1,436
+293
+26% +$13.5K 0.01% 896
2017
Q3 		$52K Buy
1,143
+87
+8% +$3.55K 0.01% 966
2017
Q2 		$39K Buy
1,056
+412
+64% +$14.9K ﹤0.01% 1024
2017
Q1 		$24K Buy
644
+233
+57% +$8.49K ﹤0.01% 1017
2016
Q4 		$14K Buy
411
+113
+38% +$3.64K ﹤0.01% 1109
2016
Q3 		$9K Buy
298
+33
+12% +$973 ﹤0.01% 1264
2016
Q2 		$7K Buy
265
+3
+1% +$91 ﹤0.01% 1261
2016
Q1 		$9K Sell
262
-1,514
-85% -$44.9K ﹤0.01% 1206
2015
Q4 		$68K Buy
+1,776
New +$66.7K 0.01% 629

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return