Capital Directions Investment Advisors’s Wabtec WAB Stock Holding History

Capital Directions Investment 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
2022 Q4	$100	Buy	+1	New	+$96	﹤0.01%	235
2022 Q3	–	Sell	-1	Closed	-$88	–	249
2022 Q2	$0	Sell	1 -1	-50%	-$89	﹤0.01%	276
2022 Q1	$0	Buy	+2	New	+$185	﹤0.01%	271
2021 Q4	–	Sell	-1	Closed	–	–	239
2021 Q3	$0	Sell	1 -2	-67%	-$172	﹤0.01%	272
2021 Q2	$0	Buy	+3	New	+$243	﹤0.01%	231
2021 Q1	–	Sell	-1	Closed	–	–	360
2020 Q4	$0	Hold	1	–	–	﹤0.01%	202
2020 Q3	$0	Sell	1 -59	-98%	-$3.79K	﹤0.01%	207
2020 Q2	$3K	Sell	60 -1	-2%	-$57	﹤0.01%	202
2020 Q1	$3K	Sell	61 -25	-29%	-$1.72K	﹤0.01%	224
2019 Q4	$7K	Hold	86	–	–	﹤0.01%	227
2019 Q3	$6K	Buy	+86	New	+$6.12K	﹤0.01%	225

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Directions Investment Advisors's WAB Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Wabtec (WAB) in Q4 2022: 1 share worth $100. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in WAB as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in WAB in Q3 2019 and has held it in 11 quarters since. The position peaked at $7K in Q4 2019. 793 funds tracked by Wall St. Rank hold WAB as of Q4 2022.

Capital Directions Investment Advisors held 1 share of Wabtec worth $100 as of Q4 2022.
Wabtec was a new Capital Directions Investment Advisors position in Q4 2022.
Wabtec made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #235 holding.
Capital Directions Investment Advisors first reported a position in Wabtec in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Wabtec position peaked at $7K in Q4 2019.
793 funds tracked by Wall St. Rank held Wabtec as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.