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Independent Financial Group’s Wabtec WAB Stock Holding History

Independent Financial 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
2024
Q3 		– Sell
-2,573
Closed -$407K – 1206
2024
Q2 		$407K Buy
+2,573
New +$411K 0.02% 684

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Financial Group's WAB Position: Q3 2024 in Review

Independent Financial Group sold out of Wabtec (WAB) in Q3 2024, closing a stake of 2,573 shares — an estimated $407K sold.

Independent Financial Group first reported a position in WAB in Q2 2024 and held it in 1 quarter. The position peaked at $407K in Q2 2024. 980 funds tracked by Wall St. Rank hold WAB as of Q3 2024.

  • Independent Financial Group reported no remaining Wabtec position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,573 Wabtec shares in Q3 2024, an estimated $407K.
  • Independent Financial Group first reported a position in Wabtec in Q2 2024 and held it in 1 quarter.
  • Independent Financial Group's Wabtec position peaked at $407K in Q2 2024.
  • 980 funds tracked by Wall St. Rank held Wabtec as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.