HWMA
WAB icon

Heritage Wealth Management (Arizona)’s Wabtec WAB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$399 Sell
4
-73
-95% -$6.98K ﹤0.01% 1055
2022
Q3 		$6K Buy
77
+75
+3,750% +$6.63K ﹤0.01% 741
2022
Q2 		$164 Sell
2
-34
-94% -$3.03K ﹤0.01% 972
2022
Q1 		$3K Buy
+36
New +$3.33K ﹤0.01% 876
2021
Q3 		$3K Hold
36
– – ﹤0.01% 797
2021
Q2 		$3K Buy
+36
New +$2.92K ﹤0.01% 820

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return