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Accel Wealth Management’s Wabtec WAB Stock Holding History

Accel Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$918 – 864
2023
Q1 		$918 Sell
9
-1
-10% -$102 ﹤0.01% 1175
2022
Q4 		$1K Hold
10
– – ﹤0.01% 969
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1030
2022
Q2 		$1K Sell
10
-2
-17% -$178 ﹤0.01% 988
2022
Q1 		$1K Buy
12
+1
+9% +$93 ﹤0.01% 923
2021
Q4 		$1K Buy
11
+3
+38% +$275 ﹤0.01% 919
2021
Q3 		$1K Hold
8
– – ﹤0.01% 814
2021
Q2 		$1K Buy
8
+1
+14% +$81 ﹤0.01% 893
2021
Q1 		$1K Sell
7
-3
-30% -$233 ﹤0.01% 861
2020
Q4 		$1K Buy
+10
New +$684 ﹤0.01% 824

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's WAB Position: Q2 2023 in Review

Accel Wealth Management sold out of Wabtec (WAB) in Q2 2023, closing a stake of 9 shares — an estimated $918 sold.

Accel Wealth Management first reported a position in WAB in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q4 2022. 810 funds tracked by Wall St. Rank hold WAB as of Q2 2023.

  • Accel Wealth Management reported no remaining Wabtec position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 9 Wabtec shares in Q2 2023, an estimated $918.
  • Accel Wealth Management first reported a position in Wabtec in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Wabtec position peaked at $1K in Q4 2022.
  • 810 funds tracked by Wall St. Rank held Wabtec as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.