IWP
WAB icon

Icon Wealth Partners’s Wabtec WAB Stock Holding History

Icon 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
2019
Q2 		– Sell
-232
Closed -$17K – 766
2019
Q1 		$17K Buy
+232
New +$16.7K 0.01% 594
2018
Q1 		– Sell
-131
Closed -$11K – 726
2017
Q4 		$11K Buy
+131
New +$10K 0.01% 700

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T. Rowe Price Associates
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
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State Street
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Icon Wealth Partners's WAB Position: Q2 2019 in Review

Icon Wealth Partners sold out of Wabtec (WAB) in Q2 2019, closing a stake of 232 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in WAB in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 731 funds tracked by Wall St. Rank hold WAB as of Q2 2019.

  • Icon Wealth Partners reported no remaining Wabtec position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 232 Wabtec shares in Q2 2019, an estimated $17K.
  • Icon Wealth Partners first reported a position in Wabtec in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Wabtec position peaked at $17K in Q1 2019.
  • 731 funds tracked by Wall St. Rank held Wabtec as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.