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WealthTrak Capital Management’s BorgWarner BWA Stock Holding History

WealthTrak Capital 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
-10
Closed -$318 – 992
2024
Q4 		$318 Buy
+10
New +$340 ﹤0.01% 700

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Harris Associates
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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

WealthTrak Capital Management's BWA Position: Q1 2025 in Review

WealthTrak Capital Management sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 10 shares — an estimated $318 sold.

WealthTrak Capital Management first reported a position in BWA in Q4 2024 and held it in 1 quarter. The position peaked at $318 in Q4 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • WealthTrak Capital Management reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 BorgWarner shares in Q1 2025, an estimated $318.
  • WealthTrak Capital Management first reported a position in BorgWarner in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's BorgWarner position peaked at $318 in Q4 2024.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.