CWA
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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 – 641
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% 656
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
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