CWA
BWA icon

Clarus Wealth Advisors’s BorgWarner BWA Stock Holding History

Clarus Wealth 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
2025
Q1 		– Sell
-7,236
Closed -$229K – 92
2024
Q4 		$229K Sell
7,236
-178
-2% -$6.06K 0.11% 112
2024
Q3 		$260K Buy
7,414
+667
+10% +$22K 0.13% 106
2024
Q2 		$217K Buy
6,747
+253
+4% +$8.76K 0.12% 118
2024
Q1 		$226K Buy
+6,494
New +$212K 0.13% 110

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

Clarus Wealth Advisors's BWA Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 7,236 shares — an estimated $229K sold.

Clarus Wealth Advisors first reported a position in BWA in Q1 2024 and held it in 4 quarters. The position peaked at $260K in Q3 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 7,236 BorgWarner shares in Q1 2025, an estimated $229K.
  • Clarus Wealth Advisors first reported a position in BorgWarner in Q1 2024 and held it in 4 quarters.
  • Clarus Wealth Advisors's BorgWarner position peaked at $260K in Q3 2024.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.