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Beaird Harris Wealth Management’s Wabtec WAB Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-50
Closed -$7.9K – 727
2024
Q2 		$7.9K Hold
50
– – ﹤0.01% 400
2024
Q1 		$7.28K Hold
50
– – ﹤0.01% 356
2023
Q4 		$6.34K Hold
50
– – ﹤0.01% 362
2023
Q3 		$5.31K Hold
50
– – ﹤0.01% 304
2023
Q2 		$5.48K Hold
50
– – ﹤0.01% 313
2023
Q1 		$5.05K Sell
50
-45
-47% -$4.59K ﹤0.01% 317
2022
Q4 		$9.48K Buy
95
+45
+90% +$4.3K ﹤0.01% 331
2022
Q3 		$4K Buy
+50
New +$4.42K ﹤0.01% 363
2022
Q2 		– Sell
-52
Closed -$5K – 622
2022
Q1 		$5K Sell
52
-11
-17% -$1.02K ﹤0.01% 433
2021
Q4 		$6K Buy
+63
New +$5.78K ﹤0.01% 460

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $18.8B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return