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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 – 684
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 $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BWA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BorgWarner (BWA) in Q2 2019, closing a stake of 1,788 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in BWA in Q4 2015 and held it in 14 quarters. The position peaked at $69K in Q2 2018. 513 funds tracked by Wall St. Rank hold BWA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BorgWarner position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,788 BorgWarner shares in Q2 2019, an estimated $60K.
  • Wealthspire Advisors (Maryland) first reported a position in BorgWarner in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BorgWarner position peaked at $69K in Q2 2018.
  • 513 funds tracked by Wall St. Rank held BorgWarner as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.