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Moran Wealth Management’s Wabash National WNC Stock Holding History

Moran 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
2024
Q3 		– Sell
-178,676
Closed -$3.9M – 423
2024
Q2 		$3.9M Buy
178,676
+89,436
+100% +$2.11M 0.13% 192
2024
Q1 		$2.67M Buy
+89,240
New +$2.35M 0.09% 236

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Moran Wealth Management's WNC Position: Q3 2024 in Review

Moran Wealth Management sold out of Wabash National (WNC) in Q3 2024, closing a stake of 178,676 shares — an estimated $3.9M sold.

Moran Wealth Management first reported a position in WNC in Q1 2024 and held it in 2 quarters. The position peaked at $3.9M in Q2 2024. 229 funds tracked by Wall St. Rank hold WNC as of Q3 2024.

  • Moran Wealth Management reported no remaining Wabash National position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 178,676 Wabash National shares in Q3 2024, an estimated $3.9M.
  • Moran Wealth Management first reported a position in Wabash National in Q1 2024 and held it in 2 quarters.
  • Moran Wealth Management's Wabash National position peaked at $3.9M in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Wabash National as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.