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Financial Synergies Wealth Advisors’s Wabtec WAB Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-8
Closed -$1.17K – 473
2024
Q1 		$1.17K Hold
8
– – ﹤0.01% 390
2023
Q4 		$799 Hold
8
– – ﹤0.01% 351
2023
Q3 		$851 Hold
8
– – ﹤0.01% 396
2023
Q2 		$878 Hold
8
– – ﹤0.01% 391
2023
Q1 		$809 Hold
8
– – ﹤0.01% 395
2022
Q4 		$799 Hold
8
– – ﹤0.01% 351
2022
Q3 		$651 Hold
8
– – ﹤0.01% 347
2022
Q2 		$657 Buy
+8
New +$713 ﹤0.01% 354

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's WAB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Wabtec (WAB) in Q2 2024, closing a stake of 8 shares — an estimated $1.17K sold.

Financial Synergies Wealth Advisors first reported a position in WAB in Q2 2022 and held it in 8 quarters. The position peaked at $1.17K in Q1 2024. 982 funds tracked by Wall St. Rank hold WAB as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Wabtec position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 Wabtec shares in Q2 2024, an estimated $1.17K.
  • Financial Synergies Wealth Advisors first reported a position in Wabtec in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Wabtec position peaked at $1.17K in Q1 2024.
  • 982 funds tracked by Wall St. Rank held Wabtec as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.