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Pathstone Family Office’s Wabash National WNC Stock Holding History

Pathstone Family Office’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
-9,876
Closed -$223K – 1530
2022
Q4 		$223K Buy
+9,876
New +$214K ﹤0.01% 1343

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

Pathstone Family Office's WNC Position: Q1 2023 in Review

Pathstone Family Office sold out of Wabash National (WNC) in Q1 2023, closing a stake of 9,876 shares — an estimated $223K sold.

Pathstone Family Office first reported a position in WNC in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2023.

  • Pathstone Family Office reported no remaining Wabash National position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 9,876 Wabash National shares in Q1 2023, an estimated $223K.
  • Pathstone Family Office first reported a position in Wabash National in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Wabash National position peaked at $223K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Wabash National as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.