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MinichMacGregor Wealth Management’s Wabtec WAB Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-116
Closed -$11.6K – 650
2022
Q4 		$11.6K Buy
+116
New +$11.1K ﹤0.01% 389

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MinichMacGregor Wealth Management's WAB Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Wabtec (WAB) in Q1 2023, closing a stake of 116 shares — an estimated $11.6K sold.

MinichMacGregor Wealth Management first reported a position in WAB in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 812 funds tracked by Wall St. Rank hold WAB as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Wabtec position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 116 Wabtec shares in Q1 2023, an estimated $11.6K.
  • MinichMacGregor Wealth Management first reported a position in Wabtec in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Wabtec position peaked at $11.6K in Q4 2022.
  • 812 funds tracked by Wall St. Rank held Wabtec as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.