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Forvis Mazars Wealth Advisors’s Wabtec WAB Stock Holding History

Forvis Mazars 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
2018
Q4 		– Sell
-2,055
Closed -$216K – 247
2018
Q3 		$216K Sell
2,055
-229
-10% -$24.7K 0.02% 217
2018
Q2 		$225K Buy
+2,284
New +$212K 0.02% 216

Other funds holding WAB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WAB Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of Wabtec (WAB) in Q4 2018, closing a stake of 2,055 shares — an estimated $216K sold.

Forvis Mazars Wealth Advisors first reported a position in WAB in Q2 2018 and held it in 2 quarters. The position peaked at $225K in Q2 2018. 402 funds tracked by Wall St. Rank hold WAB as of Q4 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Wabtec position as of Q4 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,055 Wabtec shares in Q4 2018, an estimated $216K.
  • Forvis Mazars Wealth Advisors first reported a position in Wabtec in Q2 2018 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Wabtec position peaked at $225K in Q2 2018.
  • 402 funds tracked by Wall St. Rank held Wabtec as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.