Stratos Wealth Partners’s BorgWarner BWA Stock Holding History

Stratos Wealth Partners’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	-9,050	Closed	-$288K	–	1386
2024 Q4	$288K	Sell	9,050 -518	-5%	-$17.6K	﹤0.01%	1164
2024 Q3	$347K	Buy	+9,568	New	+$315K	0.01%	1078
2018 Q2	–	Sell	-4,692	Closed	-$207K	–	1170
2018 Q1	$207K	Buy	4,692 +2,295	+96%	+$107K	0.01%	879
2017 Q4	$108K	Buy	+2,397	New	+$111K	﹤0.01%	1149

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

Stratos Wealth Partners's BWA Position: Q1 2025 in Review

Stratos Wealth Partners sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 9,050 shares — an estimated $288K sold.

Stratos Wealth Partners first reported a position in BWA in Q4 2017 and held it in 4 quarters. The position peaked at $347K in Q3 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

Stratos Wealth Partners reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Partners sold 9,050 BorgWarner shares in Q1 2025, an estimated $288K.
Stratos Wealth Partners first reported a position in BorgWarner in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's BorgWarner position peaked at $347K in Q3 2024.
569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.