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Clear Perspectives Financial Planning’s Wabtec WAB Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$101 Hold
1
– – ﹤0.01% 189
2022
Q4 		$100 Buy
+1
New +$96 ﹤0.01% 227
2022
Q1 		– Sell
-1
Closed – – 247
2021
Q4 		$0 Hold
1
– – ﹤0.01% 236
2021
Q3 		$0 Buy
+1
New +$86 ﹤0.01% 228

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Perspectives Financial Planning's WAB Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Wabtec (WAB) position steady in Q1 2023 at 1 share worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Clear Perspectives Financial Planning first reported a position in WAB in Q3 2021 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold WAB as of Q1 2023.

  • Clear Perspectives Financial Planning held 1 share of Wabtec worth $101 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Wabtec share count unchanged in Q1 2023.
  • Wabtec made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #189 holding.
  • Clear Perspectives Financial Planning first reported a position in Wabtec in Q3 2021 and has held it in 4 quarters since.
  • 810 funds tracked by Wall St. Rank held Wabtec as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.