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Liberty Wealth Management’s Wabtec WAB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-81
Closed -$7K – 1094
2021
Q3 		$7K Buy
81
+13
+19% +$1.12K ﹤0.01% 895
2021
Q2 		$6K Sell
68
-6
-8% -$487 ﹤0.01% 770
2021
Q1 		$5K Hold
74
– – ﹤0.01% 712
2020
Q4 		$5K Buy
74
+5
+7% +$342 ﹤0.01% 708
2020
Q3 		$4K Sell
69
-2
-3% -$128 ﹤0.01% 678
2020
Q2 		$4K Sell
71
-1
-1% -$57 ﹤0.01% 667
2020
Q1 		$3K Buy
72
+1
+1% +$69 ﹤0.01% 703
2019
Q4 		$6K Buy
71
+3
+4% +$222 ﹤0.01% 650
2019
Q3 		$5K Sell
68
-15
-18% -$1.07K ﹤0.01% 649
2019
Q2 		$6K Buy
83
+14
+20% +$993 0.01% 639
2019
Q1 		$5K Buy
+69
New +$4.97K ﹤0.01% 550

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Liberty Wealth Management's WAB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Wabtec (WAB) in Q4 2021, closing a stake of 81 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in WAB in Q1 2019 and held it in 11 quarters. The position peaked at $7K in Q3 2021. 784 funds tracked by Wall St. Rank hold WAB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Wabtec position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 81 Wabtec shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in Wabtec in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Wabtec position peaked at $7K in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Wabtec as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.