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Buckingham Strategic Wealth’s Wabtec WAB Stock Holding History

Buckingham Strategic 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
2024
Q2 		$307K Buy
1,940
+500
+35% +$79.9K ﹤0.01% 594
2024
Q1 		$210K Buy
+1,440
New +$195K ﹤0.01% 694

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's WAB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Wabtec (WAB) stake by 35% in Q2 2024, buying an estimated $79.9K and bringing the position to 1,940 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Buckingham Strategic Wealth first reported a position in WAB in Q1 2024 and has held it in 2 quarters since. 979 funds tracked by Wall St. Rank hold WAB as of Q2 2024.

  • Buckingham Strategic Wealth held 1,940 shares of Wabtec worth $307K as of Q2 2024.
  • Buckingham Strategic Wealth bought 500 Wabtec shares in Q2 2024, an estimated $79.9K.
  • Wabtec made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #594 holding.
  • Buckingham Strategic Wealth first reported a position in Wabtec in Q1 2024 and has held it in 2 quarters since.
  • 979 funds tracked by Wall St. Rank held Wabtec as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.