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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 – – 439
2022
Q2 		$0 Sell
5
-1
-17% -$89 ﹤0.01% 513
2022
Q1 		$1K Buy
+6
New +$556 ﹤0.01% 431
2021
Q4 		– Sell
-6
Closed -$1K – 551
2021
Q3 		$1K Hold
6
– – ﹤0.01% 565
2021
Q2 		$0 Sell
6
-2
-25% -$162 ﹤0.01% 630
2021
Q1 		$1K Hold
8
– – ﹤0.01% 553
2020
Q4 		$1K Buy
+8
New +$547 ﹤0.01% 474
2020
Q3 		– Sell
-8
Closed – – 450
2020
Q2 		$0 Hold
8
– – ﹤0.01% 509
2020
Q1 		$0 Sell
8
-1
-11% -$69 ﹤0.01% 503
2019
Q4 		$1K Sell
9
-23
-72% -$1.7K ﹤0.01% 434
2019
Q3 		$2K Hold
32
– – ﹤0.01% 418
2019
Q2 		$2K Hold
32
– – ﹤0.01% 412
2019
Q1 		$2.41K Buy
+32
New +$2.31K ﹤0.01% 296

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Joseph P. Lucia & Associates's WAB Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Wabtec (WAB) in Q3 2022, closing a stake of 5 shares.

Joseph P. Lucia & Associates first reported a position in WAB in Q1 2019 and held it in 12 quarters. The position peaked at $2.41K in Q1 2019. 740 funds tracked by Wall St. Rank hold WAB as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Wabtec position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 5 Wabtec shares in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Wabtec in Q1 2019 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's Wabtec position peaked at $2.41K in Q1 2019.
  • 740 funds tracked by Wall St. Rank held Wabtec as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.