Crewe Advisors’s Wabash National WNC Stock Holding History

Crewe Advisors’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$106	–	705
2023 Q3	$106	Hold	5	–	–	﹤0.01%	565
2023 Q2	$129	Buy	+5	New	+$123	﹤0.01%	816

Other funds holding WNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Crewe Advisors's WNC Position: Q4 2023 in Review

Crewe Advisors sold out of Wabash National (WNC) in Q4 2023, closing a stake of 5 shares — an estimated $106 sold.

Crewe Advisors first reported a position in WNC in Q2 2023 and held it in 2 quarters. The position peaked at $129 in Q2 2023. 238 funds tracked by Wall St. Rank hold WNC as of Q4 2023.

Crewe Advisors reported no remaining Wabash National position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 5 Wabash National shares in Q4 2023, an estimated $106.
Crewe Advisors first reported a position in Wabash National in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Wabash National position peaked at $129 in Q2 2023.
238 funds tracked by Wall St. Rank held Wabash National as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.