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Mowery & Schoenfeld Wealth Management’s BorgWarner BWA Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-1
Closed -$32 – 475
2024
Q4 		$32 Buy
+1
New +$34 ﹤0.01% 491

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Mowery & Schoenfeld Wealth Management's BWA Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Mowery & Schoenfeld Wealth Management first reported a position in BWA in Q4 2024 and held it in 1 quarter. The position peaked at $32 in Q4 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 BorgWarner share in Q1 2025, an estimated $32.
  • Mowery & Schoenfeld Wealth Management first reported a position in BorgWarner in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's BorgWarner position peaked at $32 in Q4 2024.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.