PAG
WAB icon

Paladin Advisory Group’s Wabtec WAB Stock Holding History

Paladin Advisory Group’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
-11
Closed -$1.11K – 513
2022
Q4 		$1.11K Buy
+11
New +$1.05K ﹤0.01% 266
2022
Q1 		– Sell
-11
Closed -$1K – 532
2021
Q4 		$1K Buy
+11
New +$1.01K ﹤0.01% 277

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Paladin Advisory Group's WAB Position: Q4 2023 in Review

Paladin Advisory Group sold out of Wabtec (WAB) in Q4 2023, closing a stake of 37 shares — an estimated $3.96K sold.

Paladin Advisory Group first reported a position in WAB in Q1 2022 and held it in 4 quarters. The position peaked at $3.96K in Q3 2023. 885 funds tracked by Wall St. Rank hold WAB as of Q4 2023.

  • Paladin Advisory Group reported no remaining Wabtec position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 37 Wabtec shares in Q4 2023, an estimated $3.96K.
  • Paladin Advisory Group first reported a position in Wabtec in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's Wabtec position peaked at $3.96K in Q3 2023.
  • 885 funds tracked by Wall St. Rank held Wabtec as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.