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MPS Loria Financial Planners’s Wabtec WAB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-31
Closed -$2K – 555
2021
Q1 		$2K Hold
31
– – ﹤0.01% 460
2020
Q4 		$2K Buy
31
+22
+244% +$1.5K ﹤0.01% 496
2020
Q3 		$1K Hold
9
– – ﹤0.01% 316
2020
Q2 		$1K Buy
+9
New +$510 ﹤0.01% 324

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MPS Loria Financial Planners's WAB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Wabtec (WAB) in Q2 2021, closing a stake of 31 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in WAB in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 712 funds tracked by Wall St. Rank hold WAB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Wabtec position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 31 Wabtec shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Wabtec in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Wabtec position peaked at $2K in Q1 2021.
  • 712 funds tracked by Wall St. Rank held Wabtec as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.