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Allegiance Financial Group Advisory Services’s Wabtec WAB Stock Holding History

Allegiance Financial Group Advisory Services’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
2025
Q1 		– Sell
-1,071
Closed -$203K – 157
2024
Q4 		$203K Buy
+1,071
New +$207K 0.07% 103

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T. Rowe Price Associates
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Allegiance Financial Group Advisory Services's WAB Position: Q1 2025 in Review

Allegiance Financial Group Advisory Services sold out of Wabtec (WAB) in Q1 2025, closing a stake of 1,071 shares — an estimated $203K sold.

Allegiance Financial Group Advisory Services first reported a position in WAB in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold WAB as of Q1 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Wabtec position as of Q1 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,071 Wabtec shares in Q1 2025, an estimated $203K.
  • Allegiance Financial Group Advisory Services first reported a position in Wabtec in Q4 2024 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Wabtec position peaked at $203K in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Wabtec as of Q1 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.