MWM
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MinichMacGregor Wealth Management’s Wabash National WNC Stock Holding History

MinichMacGregor Wealth Management’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,452
Closed -$32.8K – 661
2022
Q4 		$32.8K Buy
+1,452
New +$31.5K 0.01% 230

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of Wabash National (WNC) in Q1 2023, closing a stake of 1,452 shares — an estimated $32.8K sold.

MinichMacGregor Wealth Management first reported a position in WNC in Q4 2022 and held it in 1 quarter. The position peaked at $32.8K in Q4 2022. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Wabash National position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,452 Wabash National shares in Q1 2023, an estimated $32.8K.
  • MinichMacGregor Wealth Management first reported a position in Wabash National in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Wabash National position peaked at $32.8K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Wabash National as of Q1 2023.

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