Phoenix Wealth Advisors’s Wabtec WAB Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-4	Closed	–	–	354
2021 Q3	$0	Hold	4	–	–	﹤0.01%	396
2021 Q2	$0	Hold	4	–	–	﹤0.01%	389
2021 Q1	$0	Hold	4	–	–	﹤0.01%	367
2020 Q4	$0	Buy	+4	New	+$274	﹤0.01%	342

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Phoenix Wealth Advisors's WAB Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Wabtec (WAB) in Q4 2021, closing a stake of 4 shares.

Phoenix Wealth Advisors first reported a position in WAB in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 783 funds tracked by Wall St. Rank hold WAB as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Wabtec position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 4 Wabtec shares in Q4 2021.
Phoenix Wealth Advisors first reported a position in Wabtec in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Wabtec position peaked at $0 in Q3 2021.
783 funds tracked by Wall St. Rank held Wabtec as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.