RWB
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RMR Wealth Builders’s Wabtec WAB Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,405
Closed -$111K – 703
2021
Q1 		$111K Buy
1,405
+30
+2% +$2.33K 0.03% 258
2020
Q4 		$101K Buy
+1,375
New +$94K 0.05% 203
2020
Q3 		– Sell
-1,370
Closed -$79K – 462
2020
Q2 		$79K Buy
+1,370
New +$77.6K 0.07% 188

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RMR Wealth Builders's WAB Position: Q2 2021 in Review

RMR Wealth Builders sold out of Wabtec (WAB) in Q2 2021, closing a stake of 1,405 shares — an estimated $111K sold.

RMR Wealth Builders first reported a position in WAB in Q2 2020 and held it in 3 quarters. The position peaked at $111K in Q1 2021. 712 funds tracked by Wall St. Rank hold WAB as of Q2 2021.

  • RMR Wealth Builders reported no remaining Wabtec position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,405 Wabtec shares in Q2 2021, an estimated $111K.
  • RMR Wealth Builders first reported a position in Wabtec in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Wabtec position peaked at $111K in Q1 2021.
  • 712 funds tracked by Wall St. Rank held Wabtec as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.