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Ruedi Wealth Management’s Wabtec WAB Stock Holding History

Ruedi Wealth Management’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
2023
Q4 		– Sell
-2
Closed -$213 – 251
2023
Q3 		$213 Hold
2
– – ﹤0.01% 216
2023
Q2 		$219 Hold
2
– – ﹤0.01% 218
2023
Q1 		$202 Hold
2
– – ﹤0.01% 249
2022
Q4 		$200 Buy
+2
New +$191 ﹤0.01% 231

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Ruedi Wealth Management's WAB Position: Q4 2023 in Review

Ruedi Wealth Management sold out of Wabtec (WAB) in Q4 2023, closing a stake of 2 shares — an estimated $213 sold.

Ruedi Wealth Management first reported a position in WAB in Q4 2022 and held it in 4 quarters. The position peaked at $219 in Q2 2023. 886 funds tracked by Wall St. Rank hold WAB as of Q4 2023.

  • Ruedi Wealth Management reported no remaining Wabtec position as of Q4 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 2 Wabtec shares in Q4 2023, an estimated $213.
  • Ruedi Wealth Management first reported a position in Wabtec in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's Wabtec position peaked at $219 in Q2 2023.
  • 886 funds tracked by Wall St. Rank held Wabtec as of Q4 2023.

Based on Ruedi Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.