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Life Planning Partners’s Wabtec WAB Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-2
Closed -$254 – 254
2023
Q4 		$254 Buy
+2
New +$226 ﹤0.01% 252
2022
Q3 		$162 Hold
2
– – ﹤0.01% 181
2022
Q2 		$0 Hold
2
– – ﹤0.01% 194
2022
Q1 		$0 Hold
2
– – ﹤0.01% 187
2021
Q4 		$0 Buy
+2
New +$183 ﹤0.01% 172

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Life Planning Partners's WAB Position: Q1 2024 in Review

Life Planning Partners sold out of Wabtec (WAB) in Q1 2024, closing a stake of 2 shares — an estimated $254 sold.

Life Planning Partners first reported a position in WAB in Q4 2021 and held it in 5 quarters. The position peaked at $254 in Q4 2023. 926 funds tracked by Wall St. Rank hold WAB as of Q1 2024.

  • Life Planning Partners reported no remaining Wabtec position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 2 Wabtec shares in Q1 2024, an estimated $254.
  • Life Planning Partners first reported a position in Wabtec in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Wabtec position peaked at $254 in Q4 2023.
  • 926 funds tracked by Wall St. Rank held Wabtec as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.