IWP
WAB icon

IAG Wealth Partners’s Wabtec WAB Stock Holding History

IAG Wealth Partners’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
-2
Closed -$291 – 523
2024
Q1 		$291 Hold
2
– – ﹤0.01% 436
2023
Q4 		$254 Buy
+2
New +$226 ﹤0.01% 414
2020
Q2 		– Sell
-15
Closed -$1K – 448
2020
Q1 		$1K Hold
15
– – ﹤0.01% 408
2019
Q4 		$2K Buy
+15
New +$1.11K ﹤0.01% 397

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 $3.37T AUM 44.26% 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

IAG Wealth Partners's WAB Position: Q2 2024 in Review

IAG Wealth Partners sold out of Wabtec (WAB) in Q2 2024, closing a stake of 2 shares — an estimated $291 sold.

IAG Wealth Partners first reported a position in WAB in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 981 funds tracked by Wall St. Rank hold WAB as of Q2 2024.

  • IAG Wealth Partners reported no remaining Wabtec position as of Q2 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 2 Wabtec shares in Q2 2024, an estimated $291.
  • IAG Wealth Partners first reported a position in Wabtec in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Wabtec position peaked at $2K in Q4 2019.
  • 981 funds tracked by Wall St. Rank held Wabtec as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.