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Carolinas Wealth Consulting’s BorgWarner BWA Stock Holding History

Carolinas Wealth Consulting’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
-14
Closed -$446 – 1025
2024
Q4 		$446 Hold
14
– – ﹤0.01% 1017
2024
Q3 		$509 Sell
14
-5
-26% -$165 ﹤0.01% 1005
2024
Q2 		$613 Buy
19
+5
+36% +$173 ﹤0.01% 976
2024
Q1 		$486 Sell
14
-181
-93% -$5.92K ﹤0.01% 983
2023
Q4 		$7K Hold
195
– – ﹤0.01% 585
2023
Q3 		$7.2K Sell
195
-57
-23% -$2.42K ﹤0.01% 560
2023
Q2 		$10.8K Sell
252
-224
-47% -$9.21K ﹤0.01% 583
2023
Q1 		$20.6K Buy
476
+1
+0.2% +$41 ﹤0.01% 492
2022
Q4 		$16.8K Buy
475
+57
+14% +$1.94K ﹤0.01% 530
2022
Q3 		$12K Buy
418
+1
+0.2% +$32 ﹤0.01% 530
2022
Q2 		$12K Sell
417
-54
-11% -$1.78K ﹤0.01% 537
2022
Q1 		$16K Buy
471
+6
+1% +$224 ﹤0.01% 524
2021
Q4 		$18K Buy
465
+123
+36% +$4.94K ﹤0.01% 511
2021
Q3 		$13K Sell
342
-1,215
-78% -$48.3K ﹤0.01% 547
2021
Q2 		$67K Buy
1,557
+9
+0.6% +$396 0.01% 318
2021
Q1 		$63K Sell
1,548
-351
-18% -$13.7K 0.02% 327
2020
Q4 		$65K Buy
1,899
+463
+32% +$15.7K 0.02% 294
2020
Q3 		$49K Buy
1,436
+1,425
+12,955% +$49K 0.02% 285
2020
Q2 		$0 Buy
+11
New +$290 ﹤0.01% 660

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 $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 $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 $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

Carolinas Wealth Consulting's BWA Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 14 shares — an estimated $446 sold.

Carolinas Wealth Consulting first reported a position in BWA in Q2 2020 and held it in 19 quarters. The position peaked at $67K in Q2 2021. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 BorgWarner shares in Q1 2025, an estimated $446.
  • Carolinas Wealth Consulting first reported a position in BorgWarner in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's BorgWarner position peaked at $67K in Q2 2021.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.