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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 – 703
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beaird Harris Wealth Management's WAB Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Wabtec (WAB) in Q3 2024, closing a stake of 50 shares — an estimated $7.9K sold.

Beaird Harris Wealth Management first reported a position in WAB in Q4 2021 and held it in 10 quarters. The position peaked at $9.48K in Q4 2022. 983 funds tracked by Wall St. Rank hold WAB as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Wabtec position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 50 Wabtec shares in Q3 2024, an estimated $7.9K.
  • Beaird Harris Wealth Management first reported a position in Wabtec in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Wabtec position peaked at $9.48K in Q4 2022.
  • 983 funds tracked by Wall St. Rank held Wabtec as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.