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Kathleen S. Wright Associates’s Wabash National WNC Stock Holding History

Kathleen S. Wright Associates’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,401
Closed -$26.9K – 297
2024
Q3 		$26.9K Buy
+1,401
New +$28.2K 0.01% 192

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kathleen S. Wright Associates's WNC Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Wabash National (WNC) in Q4 2024, closing a stake of 1,401 shares — an estimated $26.9K sold.

Kathleen S. Wright Associates first reported a position in WNC in Q3 2024 and held it in 1 quarter. The position peaked at $26.9K in Q3 2024. 204 funds tracked by Wall St. Rank hold WNC as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Wabash National position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 1,401 Wabash National shares in Q4 2024, an estimated $26.9K.
  • Kathleen S. Wright Associates first reported a position in Wabash National in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Wabash National position peaked at $26.9K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Wabash National as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.