WealthStone’s BorgWarner BWA Stock Holding History

WealthStone’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 Q1	–	Sell	-8,451	Closed	-$287K	–	284
2020 Q4	$287K	Buy	+8,451	New	+$287K	0.1%	145
2019 Q3	–	Sell	-15	Closed	-$545	–	139
2019 Q2	$545	Buy	+15	New	+$532	﹤0.01%	846

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthStone's BWA Position: Q1 2021 in Review

WealthStone sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 8,451 shares — an estimated $287K sold.

WealthStone first reported a position in BWA in Q2 2019 and held it in 2 quarters. The position peaked at $287K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

WealthStone reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
WealthStone sold 8,451 BorgWarner shares in Q1 2021, an estimated $287K.
WealthStone first reported a position in BorgWarner in Q2 2019 and held it in 2 quarters.
WealthStone's BorgWarner position peaked at $287K in Q4 2020.
594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.