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CFS Investment Advisory Services’s Wabtec WAB Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-10,494
Closed -$3K – 272
2022
Q3 		$3K Buy
+10,494
New +$927K ﹤0.01% 151
2022
Q2 		– Sell
-12,217
Closed – – 531
2022
Q1 		$0 Buy
+12,217
New +$1.13M ﹤0.01% 553

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BlackRock New York $5.72T 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

CFS Investment Advisory Services's WAB Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Wabtec (WAB) in Q4 2022, closing a stake of 10,494 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in WAB in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 792 funds tracked by Wall St. Rank hold WAB as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Wabtec position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 10,494 Wabtec shares in Q4 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in Wabtec in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Wabtec position peaked at $3K in Q3 2022.
  • 792 funds tracked by Wall St. Rank held Wabtec as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.