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Northwest Financial Advisors’s Wabtec WAB Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-48
Closed -$8.74K – 540
2024
Q3 		$8.74K Buy
+48
New +$7.88K 0.01% 407
2024
Q1 		– Sell
-50
Closed -$6.35K – 526
2023
Q4 		$6.35K Buy
+50
New +$5.64K 0.01% 419

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Northwest Financial Advisors's WAB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Wabtec (WAB) in Q4 2024, closing a stake of 48 shares — an estimated $8.74K sold.

Northwest Financial Advisors first reported a position in WAB in Q4 2023 and held it in 2 quarters. The position peaked at $8.74K in Q3 2024. 1,066 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Wabtec position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 48 Wabtec shares in Q4 2024, an estimated $8.74K.
  • Northwest Financial Advisors first reported a position in Wabtec in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Wabtec position peaked at $8.74K in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.