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MBM Wealth Consultants’s Wabtec WAB Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-3
Closed – – 361
2022
Q3 		$0 Buy
+3
New +$265 ﹤0.01% 284
2020
Q4 		– Sell
-9
Closed -$1K – 247
2020
Q3 		$1K Hold
9
– – ﹤0.01% 220
2020
Q2 		$1K Hold
9
– – ﹤0.01% 207
2020
Q1 		$0 Hold
9
– – ﹤0.01% 214
2019
Q4 		$1K Hold
9
– – ﹤0.01% 208
2019
Q3 		$1K Sell
9
-4
-31% -$284 ﹤0.01% 204
2019
Q2 		$1K Buy
13
+4
+44% +$284 ﹤0.01% 221
2019
Q1 		$1K Buy
+9
New +$649 ﹤0.01% 213

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MBM Wealth Consultants's WAB Position: Q4 2022 in Review

MBM Wealth Consultants sold out of Wabtec (WAB) in Q4 2022, closing a stake of 3 shares.

MBM Wealth Consultants first reported a position in WAB in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 792 funds tracked by Wall St. Rank hold WAB as of Q4 2022.

  • MBM Wealth Consultants reported no remaining Wabtec position as of Q4 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 3 Wabtec shares in Q4 2022.
  • MBM Wealth Consultants first reported a position in Wabtec in Q1 2019 and held it in 8 quarters.
  • MBM Wealth Consultants's Wabtec position peaked at $1K in Q3 2020.
  • 792 funds tracked by Wall St. Rank held Wabtec as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.