Certified Advisory Corp’s Wabtec WAB Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-8	Closed	-$1K	–	738
2021 Q1	$1K	Buy	+8	New	+$621	﹤0.01%	766
2020 Q2	$0	Sell	8 -5	-38%	-$283	﹤0.01%	824
2020 Q1	$1K	Buy	13 +8	+160%	+$549	﹤0.01%	757
2019 Q4	$0	Sell	5 -43	-90%	-$3.18K	﹤0.01%	851
2019 Q3	$3K	Sell	48 -47	-49%	-$3.34K	﹤0.01%	718
2019 Q2	$7K	Sell	95 -85	-47%	-$6.03K	﹤0.01%	640
2019 Q1	$13K	Buy	+180	New	+$13K	0.01%	518
2018 Q4	–	Sell	-31	Closed	-$3K	–	796
2018 Q3	$3K	Hold	31	–	–	﹤0.01%	700
2018 Q2	$3K	Hold	31	–	–	﹤0.01%	683
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	679
2017 Q4	$2K	Buy	+31	New	+$2.37K	﹤0.01%	650

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management

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

Franklin Resources

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

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Baillie Gifford & Co

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return