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Regent Peak Wealth Advisors’s Wabtec WAB Stock Holding History

Regent Peak 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
Q1 		– Sell
-116
Closed -$8K – 986
2020
Q4 		$8K Buy
+116
New +$7.93K ﹤0.01% 595

Other funds holding WAB

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Regent Peak Wealth Advisors's WAB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Wabtec (WAB) in Q1 2021, closing a stake of 116 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in WAB in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 720 funds tracked by Wall St. Rank hold WAB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Wabtec position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 116 Wabtec shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Wabtec in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Wabtec position peaked at $8K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Wabtec as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.