Amplius Wealth Advisors’s Wabtec WAB Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-62	Closed	-$5K	–	909
2021 Q4	$5K	Buy	+62	New	+$5.68K	﹤0.01%	722

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's WAB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Wabtec (WAB) in Q1 2022, closing a stake of 62 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in WAB in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 787 funds tracked by Wall St. Rank hold WAB as of Q1 2022.

Amplius Wealth Advisors reported no remaining Wabtec position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 62 Wabtec shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in Wabtec in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Wabtec position peaked at $5K in Q4 2021.
787 funds tracked by Wall St. Rank held Wabtec as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.