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Capital Advisors Ltd’s BorgWarner BWA Stock Holding History

Capital Advisors Ltd’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
-22
Closed -$1K – 1359
2024
Q4 		$1K Sell
22
-19
-46% -$647 ﹤0.01% 1153
2024
Q3 		$1K Buy
41
+20
+95% +$659 ﹤0.01% 1155
2024
Q2 		$1K Sell
21
-12
-36% -$416 ﹤0.01% 1137
2024
Q1 		$1K Buy
33
+8
+32% +$262 ﹤0.01% 1133
2023
Q4 		$1K Sell
25
-69
-73% -$2.46K ﹤0.01% 1100
2023
Q3 		$4K Sell
94
-13
-12% -$551 ﹤0.01% 860
2023
Q2 		$5K Hold
107
– – ﹤0.01% 823
2023
Q1 		$5K Hold
107
– – ﹤0.01% 667
2022
Q4 		$4K Sell
107
-725
-87% -$24.7K ﹤0.01% 697
2022
Q3 		$23K Buy
832
+29
+4% +$936 ﹤0.01% 433
2022
Q2 		$24K Hold
803
– – ﹤0.01% 416
2022
Q1 		$28K Buy
803
+793
+7,930% +$29.6K ﹤0.01% 419
2021
Q4 		$0 Buy
+10
New +$402 ﹤0.01% 821

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

Capital Advisors Ltd's BWA Position: Q1 2025 in Review

Capital Advisors Ltd sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 22 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BWA in Q4 2021 and held it in 13 quarters. The position peaked at $28K in Q1 2022. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Capital Advisors Ltd reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 22 BorgWarner shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in BorgWarner in Q4 2021 and held it in 13 quarters.
  • Capital Advisors Ltd's BorgWarner position peaked at $28K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.