Joseph P. Lucia & Associates’s Wabtec WAB Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-5	Closed	–	–	440
2022 Q2	$0	Sell	5 -1	-17%	-$89	﹤0.01%	514
2022 Q1	$1K	Buy	+6	New	+$556	﹤0.01%	431
2021 Q4	–	Sell	-6	Closed	-$1K	–	552
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	565
2021 Q2	$0	Sell	6 -2	-25%	-$162	﹤0.01%	631
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	553
2020 Q4	$1K	Buy	+8	New	+$547	﹤0.01%	474
2020 Q3	–	Sell	-8	Closed	–	–	458
2020 Q2	$0	Hold	8	–	–	﹤0.01%	517
2020 Q1	$0	Sell	8 -1	-11%	-$69	﹤0.01%	517
2019 Q4	$1K	Sell	9 -23	-72%	-$1.7K	﹤0.01%	434
2019 Q3	$2K	Hold	32	–	–	﹤0.01%	418
2019 Q2	$2K	Sell	32 -2,377	-99%	-$169K	﹤0.01%	412
2019 Q1	$32	Buy	+2,409	New	+$174K	﹤0.01%	304

Other funds holding WAB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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