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Clearview Wealth Advisors’s Wabtec WAB Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-2
Closed -$223 – 638
2023
Q2 		$223 Hold
2
– – ﹤0.01% 658
2023
Q1 		$205 Hold
2
– – ﹤0.01% 647
2022
Q4 		$202 Hold
2
– – ﹤0.01% 590
2022
Q3 		$0 Hold
2
– – ﹤0.01% 647
2022
Q2 		$0 Sell
2
-19
-90% -$1.69K ﹤0.01% 651
2022
Q1 		$2K Sell
21
-44
-68% -$4.08K ﹤0.01% 540
2021
Q4 		$6K Buy
65
+22
+51% +$2.02K ﹤0.01% 480
2021
Q3 		$4K Hold
43
– – ﹤0.01% 534
2021
Q2 		$4K Hold
43
– – ﹤0.01% 535
2021
Q1 		$3K Hold
43
– – ﹤0.01% 533
2020
Q4 		$3K Buy
+43
New +$2.94K ﹤0.01% 497

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's WAB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Wabtec (WAB) in Q3 2023, closing a stake of 2 shares — an estimated $223 sold.

Clearview Wealth Advisors first reported a position in WAB in Q4 2020 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 818 funds tracked by Wall St. Rank hold WAB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Wabtec position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2 Wabtec shares in Q3 2023, an estimated $223.
  • Clearview Wealth Advisors first reported a position in Wabtec in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Wabtec position peaked at $6K in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Wabtec as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.