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BDO Wealth Advisors’s Wabtec WAB Stock Holding History

BDO 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
2023
Q2 		$1.9M Sell
17,329
-57
-0.3% -$5.66K 0.22% 96
2023
Q1 		$1.76M Sell
17,386
-541
-3% -$55.2K 0.22% 92
2022
Q4 		$1.79M Buy
17,927
+314
+2% +$30K 0.22% 95
2022
Q3 		$1.43M Buy
17,613
+17,606
+251,514% +$1.56M 0.19% 104
2022
Q2 		$1K Sell
7
-10
-59% -$891 ﹤0.01% 1015
2022
Q1 		$2K Hold
17
– – ﹤0.01% 948
2021
Q4 		$2K Buy
17
+8
+89% +$734 ﹤0.01% 964
2021
Q3 		$1K Sell
9
-2
-18% -$172 ﹤0.01% 1030
2021
Q2 		$1K Sell
11
-1
-8% -$81 ﹤0.01% 1080
2021
Q1 		$1K Buy
12
+6
+100% +$466 ﹤0.01% 1115
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1001
2020
Q3 		$0 Sell
6
-51
-89% -$3.27K ﹤0.01% 959
2020
Q2 		$3K Hold
57
– – ﹤0.01% 609
2020
Q1 		$3K Buy
57
+51
+850% +$3.5K ﹤0.01% 658
2019
Q4 		$0 Sell
6
-12
-67% -$888 ﹤0.01% 647
2019
Q3 		$1K Sell
18
-8
-31% -$569 ﹤0.01% 615
2019
Q2 		$2K Buy
26
+7
+37% +$496 ﹤0.01% 590
2019
Q1 		$1K Buy
+19
New +$1.37K ﹤0.01% 598

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's WAB Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Wabtec (WAB) stake by 0.33% in Q2 2023, selling an estimated $5.66K and leaving 17,329 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #96.

BDO Wealth Advisors first reported a position in WAB in Q1 2019 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold WAB as of Q2 2023.

  • BDO Wealth Advisors held 17,329 shares of Wabtec worth $1.9M as of Q2 2023.
  • BDO Wealth Advisors sold 57 Wabtec shares in Q2 2023, an estimated $5.66K.
  • Wabtec made up 0.22% of BDO Wealth Advisors's portfolio in Q2 2023, its #96 holding.
  • BDO Wealth Advisors first reported a position in Wabtec in Q1 2019 and has held it in 18 quarters since.
  • 808 funds tracked by Wall St. Rank held Wabtec as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.