EWA
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Evolution Wealth Advisors’s Wabtec WAB Stock Holding History

Evolution 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
2021
Q4 		– Sell
-51
Closed -$4K – 626
2021
Q3 		$4K Hold
51
– – ﹤0.01% 577
2021
Q2 		$4K Hold
51
– – ﹤0.01% 565
2021
Q1 		$4K Hold
51
– – ﹤0.01% 573
2020
Q4 		$4K Hold
51
– – ﹤0.01% 495
2020
Q3 		$3K Hold
51
– – ﹤0.01% 517
2020
Q2 		$3K Buy
51
+38
+292% +$2.15K ﹤0.01% 456
2020
Q1 		$1K Sell
13
-38
-75% -$2.61K ﹤0.01% 303
2019
Q4 		$4K Sell
51
-13
-20% -$962 ﹤0.01% 470
2019
Q3 		$5K Hold
64
– – ﹤0.01% 290
2019
Q2 		$5K Buy
64
+46
+256% +$3.26K ﹤0.01% 273
2019
Q1 		$1K Buy
+18
New +$1.3K ﹤0.01% 102

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return