Lenox Wealth Advisors’s Wabtec WAB Stock Holding History

Lenox Wealth Advisors’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 Q1	$0	Sell	2 -32	-94%	-$2.96K	﹤0.01%	1007
2021 Q4	$3K	Buy	34 +13	+62%	+$1.19K	﹤0.01%	684
2021 Q3	$2K	Sell	21 -1	-5%	-$86	﹤0.01%	644
2021 Q2	$2K	Buy	22 +1	+5%	+$81	﹤0.01%	651
2021 Q1	$2K	Sell	21 -21	-50%	-$1.63K	﹤0.01%	633
2020 Q4	$3K	Buy	+42	New	+$2.87K	﹤0.01%	565
2020 Q2	–	Sell	-5	Closed	–	–	801
2020 Q1	$0	Hold	5	–	–	﹤0.01%	945
2019 Q4	$0	Sell	5 -19	-79%	-$1.41K	﹤0.01%	825
2019 Q3	$2K	Buy	24 +5	+26%	+$356	﹤0.01%	535
2019 Q2	$1K	Sell	19 -30	-61%	-$2.13K	﹤0.01%	395
2019 Q1	$4K	Buy	+49	New	+$3.53K	﹤0.01%	419
2018 Q2	–	Sell	-20	Closed	-$2K	–	652
2018 Q1	$2K	Buy	+20	New	+$1.61K	﹤0.01%	486

Other funds holding WAB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's WAB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Wabtec (WAB) stake by 94% in Q1 2022, selling an estimated $2.96K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Lenox Wealth Advisors first reported a position in WAB in Q1 2018 and has held it in 12 quarters since. The position peaked at $4K in Q1 2019. 787 funds tracked by Wall St. Rank hold WAB as of Q1 2022.

Lenox Wealth Advisors held 2 shares of Wabtec worth $0 as of Q1 2022.
Lenox Wealth Advisors sold 32 Wabtec shares in Q1 2022, an estimated $2.96K.
Wabtec made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #1007 holding.
Lenox Wealth Advisors first reported a position in Wabtec in Q1 2018 and has held it in 12 quarters since.
Lenox Wealth Advisors's Wabtec position peaked at $4K in Q1 2019.
787 funds tracked by Wall St. Rank held Wabtec as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.