Axim Planning & Wealth’s Wabtec WAB Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-22	Closed	-$2K	–	161
2022 Q3	$2K	Buy	22 +8	+57%	+$707	﹤0.01%	153
2022 Q2	$1K	Buy	+14	New	+$1.25K	﹤0.01%	141

Other funds holding WAB

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Axim Planning & Wealth's WAB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Wabtec (WAB) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in WAB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 792 funds tracked by Wall St. Rank hold WAB as of Q4 2022.

Axim Planning & Wealth reported no remaining Wabtec position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 22 Wabtec shares in Q4 2022, an estimated $2K.
Axim Planning & Wealth first reported a position in Wabtec in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Wabtec position peaked at $2K in Q3 2022.
792 funds tracked by Wall St. Rank held Wabtec as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.