Avantax Advisory Services’s BorgWarner BWA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$437K	Sell	13,043 -215	-2%	-$6.59K	﹤0.01%	1667
2025 Q1	$380K	Buy	13,258 +1,555	+13%	+$47.2K	﹤0.01%	1679
2024 Q4	$372K	Sell	11,703 -1,352	-10%	-$46K	﹤0.01%	1637
2024 Q3	$474K	Buy	13,055 +269	+2%	+$8.87K	﹤0.01%	1442
2024 Q2	$412K	Sell	12,786 -9,559	-43%	-$331K	﹤0.01%	1490
2024 Q1	$776K	Sell	22,345 -790	-3%	-$25.8K	0.01%	849
2023 Q4	$829K	Buy	23,135 +1,225	+6%	+$43.7K	0.01%	786
2023 Q3	$885K	Sell	21,910 -1,464	-6%	-$62K	0.01%	734
2023 Q2	$1.01M	Sell	23,374 -471	-2%	-$19.4K	0.01%	675
2023 Q1	$1.03M	Buy	23,845 +1,291	+6%	+$53.5K	0.01%	657
2022 Q4	$799K	Buy	22,554 +1,680	+8%	+$57.1K	0.01%	702
2022 Q3	$577K	Buy	20,874 +6,189	+42%	+$200K	0.01%	723
2022 Q2	$431K	Buy	14,685 +4,019	+38%	+$132K	0.01%	846
2022 Q1	$367K	Buy	10,666 +443	+4%	+$16.5K	0.01%	910
2021 Q4	$406K	Buy	10,223 +3,566	+54%	+$143K	0.01%	835
2021 Q3	$252K	Buy	+6,657	New	+$265K	﹤0.01%	1001

Other funds holding BWA

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's BWA Position: Q2 2025 in Review

Avantax Advisory Services reduced its BorgWarner (BWA) stake by 1.6% in Q2 2025, selling an estimated $6.59K and leaving 13,043 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Avantax Advisory Services first reported a position in BWA in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2023. 591 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

Avantax Advisory Services held 13,043 shares of BorgWarner worth $437K as of Q2 2025.
Avantax Advisory Services sold 215 BorgWarner shares in Q2 2025, an estimated $6.59K.
BorgWarner made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1667 holding.
Avantax Advisory Services first reported a position in BorgWarner in Q3 2021 and has held it in 16 quarters since.
Avantax Advisory Services's BorgWarner position peaked at $1.03M in Q1 2023.
591 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.