DWA
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Delos Wealth Advisors’s BorgWarner BWA Stock Holding History

Delos 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
2024
Q1 		– Sell
-11
Closed -$395 – 364
2023
Q4 		$395 Hold
11
– – ﹤0.01% 277
2023
Q3 		$449 Sell
11
-1
-8% -$42 ﹤0.01% 300
2023
Q2 		$539 Hold
12
– – ﹤0.01% 286
2023
Q1 		$541 Hold
12
– – ﹤0.01% 294
2022
Q4 		$443 Hold
12
– – ﹤0.01% 312
2022
Q3 		$0 Buy
+12
New +$387 ﹤0.01% 299

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delos Wealth Advisors's BWA Position: Q1 2024 in Review

Delos Wealth Advisors sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 11 shares — an estimated $395 sold.

Delos Wealth Advisors first reported a position in BWA in Q3 2022 and held it in 6 quarters. The position peaked at $541 in Q1 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Delos Wealth Advisors reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 11 BorgWarner shares in Q1 2024, an estimated $395.
  • Delos Wealth Advisors first reported a position in BorgWarner in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's BorgWarner position peaked at $541 in Q1 2023.
  • 655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.