BWG
BWA icon

Boomfish Wealth Group’s BorgWarner BWA Stock Holding History

Boomfish Wealth 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
-23,576
Closed -$749K – 83
2024
Q4 		$749K Sell
23,576
-8,856
-27% -$302K 0.45% 70
2024
Q3 		$1.18M Sell
32,432
-2,476
-7% -$81.6K 0.72% 63
2024
Q2 		$1.13M Buy
34,908
+782
+2% +$27.1K 0.73% 65
2024
Q1 		$1.19M Buy
34,126
+1,186
+4% +$38.8K 0.8% 66
2023
Q4 		$1.18M Buy
+32,940
New +$1.18M 0.85% 59

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

Boomfish Wealth Group's BWA Position: Q1 2025 in Review

Boomfish Wealth Group sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 23,576 shares — an estimated $749K sold.

Boomfish Wealth Group first reported a position in BWA in Q4 2023 and held it in 5 quarters. The position peaked at $1.19M in Q1 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Boomfish Wealth Group reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Boomfish Wealth Group sold 23,576 BorgWarner shares in Q1 2025, an estimated $749K.
  • Boomfish Wealth Group first reported a position in BorgWarner in Q4 2023 and held it in 5 quarters.
  • Boomfish Wealth Group's BorgWarner position peaked at $1.19M in Q1 2024.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Boomfish Wealth Group's 13F filing for Q1 2025, filed 18 Apr 2025.