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Avior Wealth Management’s BorgWarner BWA Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,435
Closed -$45.6K – 963
2024
Q4 		$45.6K Buy
1,435
+342
+31% +$11.6K ﹤0.01% 1179
2024
Q3 		$39.7K Sell
1,093
-615
-36% -$20.3K ﹤0.01% 1202
2024
Q2 		$55.1K Buy
1,708
+1,450
+562% +$50.2K ﹤0.01% 1056
2024
Q1 		$8.96K Buy
258
+208
+416% +$6.8K ﹤0.01% 1905
2023
Q4 		$1.79K Hold
50
– – ﹤0.01% 1315
2023
Q3 		$2.02K Sell
50
-7
-12% -$297 ﹤0.01% 1384
2023
Q2 		$2.44K Hold
57
– – ﹤0.01% 1336
2023
Q1 		$2.46K Sell
57
-227
-80% -$9.4K ﹤0.01% 1373
2022
Q4 		$10.1K Hold
284
– – ﹤0.01% 848
2022
Q3 		$7K Hold
284
– – ﹤0.01% 890
2022
Q2 		$8K Hold
284
– – ﹤0.01% 796
2022
Q1 		$9K Hold
284
– – ﹤0.01% 838
2021
Q4 		$11K Hold
284
– – ﹤0.01% 787
2021
Q3 		$10K Hold
284
– – ﹤0.01% 760
2021
Q2 		$12K Hold
284
– – ﹤0.01% 720
2021
Q1 		$11K Hold
284
– – ﹤0.01% 739
2020
Q4 		$9K Hold
284
– – ﹤0.01% 717
2020
Q3 		$9K Hold
284
– – ﹤0.01% 699
2020
Q2 		$8K Hold
284
– – ﹤0.01% 689
2020
Q1 		$6K Sell
284
-12
-4% -$347 ﹤0.01% 619
2019
Q4 		$11K Hold
296
– – ﹤0.01% 593
2019
Q3 		$9K Hold
296
– – ﹤0.01% 592
2019
Q2 		$11K Buy
296
+12
+4% +$425 ﹤0.01% 584
2019
Q1 		$9K Sell
284
-6,454
-96% -$223K ﹤0.01% 531
2018
Q4 		$206K Hold
6,738
– – 0.05% 308
2018
Q3 		$254K Buy
6,738
+1,219
+22% +$47.9K 0.05% 294
2018
Q2 		$210K Buy
5,519
+284
+5% +$12.5K 0.05% 317
2018
Q1 		$231K Sell
5,235
-457
-8% -$21.2K 0.05% 283
2017
Q4 		$256K Buy
+5,692
New +$263K 0.06% 277

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BWA Position: Q1 2025 in Review

Avior Wealth Management sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 1,435 shares — an estimated $45.6K sold.

Avior Wealth Management first reported a position in BWA in Q4 2017 and held it in 29 quarters. The position peaked at $256K in Q4 2017. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Avior Wealth Management reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,435 BorgWarner shares in Q1 2025, an estimated $45.6K.
  • Avior Wealth Management first reported a position in BorgWarner in Q4 2017 and held it in 29 quarters.
  • Avior Wealth Management's BorgWarner position peaked at $256K in Q4 2017.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.