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Personal Wealth Partners’s Wabtec WAB Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-15
Closed -$1K – 391
2021
Q2 		$1K Buy
+15
New +$1.22K ﹤0.01% 423
2020
Q1 		– Sell
-41
Closed -$3K – 612
2019
Q4 		$3K Sell
41
-2
-5% -$148 ﹤0.01% 323
2019
Q3 		$3K Sell
43
-13
-23% -$925 ﹤0.01% 334
2019
Q2 		$4K Buy
+56
New +$3.97K ﹤0.01% 257

Other funds holding WAB

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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 $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal Wealth Partners's WAB Position: Q3 2021 in Review

Personal Wealth Partners sold out of Wabtec (WAB) in Q3 2021, closing a stake of 15 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in WAB in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 722 funds tracked by Wall St. Rank hold WAB as of Q3 2021.

  • Personal Wealth Partners reported no remaining Wabtec position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 15 Wabtec shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Wabtec in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Wabtec position peaked at $4K in Q2 2019.
  • 722 funds tracked by Wall St. Rank held Wabtec as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.