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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 – 623
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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Evolution Wealth Advisors's WAB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Wabtec (WAB) in Q4 2021, closing a stake of 51 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in WAB in Q1 2019 and held it in 11 quarters. The position peaked at $5K in Q3 2019. 784 funds tracked by Wall St. Rank hold WAB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Wabtec position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 51 Wabtec shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Wabtec in Q1 2019 and held it in 11 quarters.
  • Evolution Wealth Advisors's Wabtec position peaked at $5K in Q3 2019.
  • 784 funds tracked by Wall St. Rank held Wabtec as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.