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Jamison Private Wealth Management’s Wabtec WAB Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-6
Closed -$1.1K – 480
2024
Q3 		$1.1K Hold
6
– – ﹤0.01% 428
2024
Q2 		$958 Hold
6
– – ﹤0.01% 398
2024
Q1 		$883 Hold
6
– – ﹤0.01% 430
2023
Q4 		$769 Hold
6
– – ﹤0.01% 382
2023
Q3 		$644 Buy
+6
New +$668 ﹤0.01% 379

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jamison Private Wealth Management's WAB Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Wabtec (WAB) in Q4 2024, closing a stake of 6 shares — an estimated $1.1K sold.

Jamison Private Wealth Management first reported a position in WAB in Q3 2023 and held it in 5 quarters. The position peaked at $1.1K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Wabtec position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6 Wabtec shares in Q4 2024, an estimated $1.1K.
  • Jamison Private Wealth Management first reported a position in Wabtec in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Wabtec position peaked at $1.1K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.