PCS
WAB icon

Personal CFO Solutions’s Wabtec WAB Stock Holding History

Personal CFO Solutions’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
2025
Q1 		– Sell
-1,917
Closed -$363K – 495
2024
Q4 		$363K Buy
1,917
+54
+3% +$10.5K 0.07% 263
2024
Q3 		$339K Sell
1,863
-7
-0.4% -$1.15K 0.05% 368
2024
Q2 		$296K Sell
1,870
-200
-10% -$32K 0.05% 386
2024
Q1 		$302K Buy
2,070
+69
+3% +$9.35K 0.05% 394
2023
Q4 		$254K Buy
+2,001
New +$226K 0.04% 416

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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

Personal CFO Solutions's WAB Position: Q1 2025 in Review

Personal CFO Solutions sold out of Wabtec (WAB) in Q1 2025, closing a stake of 1,917 shares — an estimated $363K sold.

Personal CFO Solutions first reported a position in WAB in Q4 2023 and held it in 5 quarters. The position peaked at $363K in Q4 2024. 1,041 funds tracked by Wall St. Rank hold WAB as of Q1 2025.

  • Personal CFO Solutions reported no remaining Wabtec position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,917 Wabtec shares in Q1 2025, an estimated $363K.
  • Personal CFO Solutions first reported a position in Wabtec in Q4 2023 and held it in 5 quarters.
  • Personal CFO Solutions's Wabtec position peaked at $363K in Q4 2024.
  • 1,041 funds tracked by Wall St. Rank held Wabtec as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.