High Net Worth Advisory Group’s Wabtec WAB Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-10	Closed	-$998	–	575
2022 Q4	$998	Hold	10	–	–	﹤0.01%	595
2022 Q3	$1K	Sell	10 -14	-58%	-$1.24K	﹤0.01%	670
2022 Q2	$2K	Sell	24 -1	-4%	-$89	﹤0.01%	635
2022 Q1	$2K	Buy	25 +12	+92%	+$1.11K	﹤0.01%	647
2021 Q4	$1K	Buy	+13	New	+$1.19K	﹤0.01%	682

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's WAB Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Wabtec (WAB) in Q1 2023, closing a stake of 10 shares — an estimated $998 sold.

High Net Worth Advisory Group first reported a position in WAB in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 812 funds tracked by Wall St. Rank hold WAB as of Q1 2023.

High Net Worth Advisory Group reported no remaining Wabtec position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 10 Wabtec shares in Q1 2023, an estimated $998.
High Net Worth Advisory Group first reported a position in Wabtec in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Wabtec position peaked at $2K in Q2 2022.
812 funds tracked by Wall St. Rank held Wabtec as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.