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Blackston Financial Advisory Group’s BorgWarner BWA Stock Holding History

Blackston Financial Advisory Group’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
-6,404
Closed -$204K – 99
2024
Q4 		$204K Buy
6,404
+490
+8% +$16.7K 0.1% 133
2024
Q3 		$215K Buy
+5,914
New +$195K 0.11% 126

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blackston Financial Advisory Group's BWA Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 6,404 shares — an estimated $204K sold.

Blackston Financial Advisory Group first reported a position in BWA in Q3 2024 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 6,404 BorgWarner shares in Q1 2025, an estimated $204K.
  • Blackston Financial Advisory Group first reported a position in BorgWarner in Q3 2024 and held it in 2 quarters.
  • Blackston Financial Advisory Group's BorgWarner position peaked at $215K in Q3 2024.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.