Burt Wealth Advisors’s Wabtec WAB Stock Holding History

Burt 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
2021 Q1	–	Sell	-112	Closed	-$8K	–	367
2020 Q4	$8K	Sell	112 -2	-2%	-$137	﹤0.01%	296
2020 Q3	$7K	Hold	114	–	–	﹤0.01%	301
2020 Q2	$7K	Sell	114 -12	-10%	-$680	﹤0.01%	287
2020 Q1	$6K	Sell	126 -5	-4%	-$343	﹤0.01%	307
2019 Q4	$10K	Sell	131 -3	-2%	-$222	﹤0.01%	271
2019 Q3	$10K	Sell	134 -14	-9%	-$996	﹤0.01%	273
2019 Q2	$11K	Sell	148 -45	-23%	-$3.19K	﹤0.01%	268
2019 Q1	$14K	Buy	+193	New	+$13.9K	0.01%	265

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Burt Wealth Advisors's WAB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Wabtec (WAB) in Q1 2021, closing a stake of 112 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in WAB in Q1 2019 and held it in 8 quarters. The position peaked at $14K in Q1 2019. 720 funds tracked by Wall St. Rank hold WAB as of Q1 2021.

Burt Wealth Advisors reported no remaining Wabtec position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 112 Wabtec shares in Q1 2021, an estimated $8K.
Burt Wealth Advisors first reported a position in Wabtec in Q1 2019 and held it in 8 quarters.
Burt Wealth Advisors's Wabtec position peaked at $14K in Q1 2019.
720 funds tracked by Wall St. Rank held Wabtec as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.