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B.O.S.S. Retirement Advisors’s BorgWarner BWA Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-73,678
Closed -$2.67M – 191
2024
Q3 		$2.67M Buy
73,678
+9,082
+14% +$299K 0.54% 51
2024
Q2 		$2.08M Buy
64,596
+20,924
+48% +$725K 0.53% 55
2024
Q1 		$1.57M Sell
43,672
-1,415
-3% -$46.3K 0.6% 63
2023
Q4 		$1.62M Buy
45,087
+2,284
+5% +$81.5K 0.31% 107
2023
Q3 		$1.73M Buy
42,803
+1,163
+3% +$49.3K 0.37% 94
2023
Q2 		$1.79M Buy
+41,640
New +$1.71M 0.38% 94

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

B.O.S.S. Retirement Advisors's BWA Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 73,678 shares — an estimated $2.67M sold.

B.O.S.S. Retirement Advisors first reported a position in BWA in Q2 2023 and held it in 6 quarters. The position peaked at $2.67M in Q3 2024. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 73,678 BorgWarner shares in Q4 2024, an estimated $2.67M.
  • B.O.S.S. Retirement Advisors first reported a position in BorgWarner in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's BorgWarner position peaked at $2.67M in Q3 2024.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.