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Cassady Schiller Wealth Management’s Wabtec WAB Stock Holding History

Cassady Schiller 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
Q4 		$3.41K Buy
18
+9
+100% +$1.74K ﹤0.01% 482
2024
Q3 		$1.64K Hold
9
– – ﹤0.01% 399
2024
Q2 		$1.42K Sell
9
-35
-80% -$5.59K ﹤0.01% 408
2024
Q1 		$6.41K Hold
44
– – ﹤0.01% 359
2023
Q4 		$5.58K Hold
44
– – ﹤0.01% 354
2023
Q3 		$4.68K Sell
44
-1
-2% -$111 ﹤0.01% 373
2023
Q2 		$4.93K Hold
45
– – ﹤0.01% 384
2023
Q1 		$4.55K Hold
45
– – ﹤0.01% 363
2022
Q4 		$4.49K Buy
+45
New +$4.3K ﹤0.01% 377
2022
Q1 		– Sell
-51
Closed -$5K – 597
2021
Q4 		$5K Buy
+51
New +$4.68K ﹤0.01% 358

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return