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Curi Wealth Management’s Wabtec WAB Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-6
Closed – – 692
2022
Q2 		$0 Hold
6
– – ﹤0.01% 731
2022
Q1 		$0 Hold
6
– – ﹤0.01% 659
2021
Q4 		$0 Buy
+6
New +$550 ﹤0.01% 609
2021
Q1 		– Sell
-178
Closed -$13K – 484
2020
Q4 		$13K Buy
+178
New +$12.2K 0.01% 225

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $19.5B AUM 17.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's WAB Position: Q3 2022 in Review

Curi Wealth Management sold out of Wabtec (WAB) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in WAB in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 740 funds tracked by Wall St. Rank hold WAB as of Q3 2022.

  • Curi Wealth Management reported no remaining Wabtec position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 6 Wabtec shares in Q3 2022.
  • Curi Wealth Management first reported a position in Wabtec in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Wabtec position peaked at $13K in Q4 2020.
  • 740 funds tracked by Wall St. Rank held Wabtec as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.