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Atlas Private Wealth Management’s Wabtec WAB Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-1
Closed – – 378
2021
Q1 		$0 Sell
1
-6
-86% -$466 ﹤0.01% 437
2020
Q4 		$1K Hold
7
– – ﹤0.01% 363
2020
Q3 		$0 Sell
7
-131
-95% -$8.4K ﹤0.01% 483
2020
Q2 		$8K Sell
138
-6
-4% -$340 0.01% 352
2020
Q1 		$7K Sell
144
-1
-0.7% -$69 0.01% 344
2019
Q4 		$11K Buy
+145
New +$10.7K 0.01% 344

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atlas Private Wealth Management's WAB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Wabtec (WAB) in Q2 2021, closing a stake of 1 share.

Atlas Private Wealth Management first reported a position in WAB in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 711 funds tracked by Wall St. Rank hold WAB as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Wabtec position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1 Wabtec share in Q2 2021.
  • Atlas Private Wealth Management first reported a position in Wabtec in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Wabtec position peaked at $11K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Wabtec as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.