Coppell Advisory Solutions’s BorgWarner BWA Stock Holding History

Coppell Advisory Solutions’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	-225	Closed	-$7.12K	–	535
2024 Q4	$7.12K	Hold	225	–	–	﹤0.01%	1228
2024 Q3	$8.27K	Hold	225	–	–	﹤0.01%	1137
2024 Q2	$7.25K	Buy	+225	New	+$7.79K	﹤0.01%	1110
2023 Q4	$4.48K	Buy	125 +25	+25%	+$892	﹤0.01%	1123
2023 Q3	$4.03K	Sell	100 -36	-26%	-$1.52K	﹤0.01%	752
2023 Q2	$5.78K	Buy	+136	New	+$5.59K	﹤0.01%	823
2023 Q1	–	Sell	-114	Closed	-$4.03K	–	317
2022 Q4	$4.03K	Buy	+114	New	+$3.88K	﹤0.01%	756

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's BWA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 225 shares — an estimated $7.12K sold.

Coppell Advisory Solutions first reported a position in BWA in Q4 2022 and held it in 7 quarters. The position peaked at $8.27K in Q3 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

Coppell Advisory Solutions reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 225 BorgWarner shares in Q1 2025, an estimated $7.12K.
Coppell Advisory Solutions first reported a position in BorgWarner in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's BorgWarner position peaked at $8.27K in Q3 2024.
569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.