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Financial Advocates Investment Management’s Wabash National WNC Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-41,825
Closed -$945K – 827
2022
Q4 		$945K Buy
41,825
+20,942
+100% +$454K 0.07% 301
2022
Q3 		$326K Buy
+20,883
New +$341K 0.03% 522

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Financial Advocates Investment Management's WNC Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Wabash National (WNC) in Q1 2023, closing a stake of 41,825 shares — an estimated $945K sold.

Financial Advocates Investment Management first reported a position in WNC in Q3 2022 and held it in 2 quarters. The position peaked at $945K in Q4 2022. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Wabash National position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 41,825 Wabash National shares in Q1 2023, an estimated $945K.
  • Financial Advocates Investment Management first reported a position in Wabash National in Q3 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Wabash National position peaked at $945K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Wabash National as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.