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Schechter Investment Advisors’s Wabtec WAB Stock Holding History

Schechter Investment 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
2025
Q1 		$786K Sell
4,333
-1,155
-21% -$221K 0.06% 269
2024
Q4 		$1.04M Sell
5,488
-375
-6% -$72.6K 0.08% 236
2024
Q3 		$1.07M Sell
5,863
-422
-7% -$69.2K 0.08% 241
2024
Q2 		$993K Buy
6,285
+8
+0.1% +$1.28K 0.07% 238
2024
Q1 		$914K Sell
6,277
-155
-2% -$21K 0.07% 259
2023
Q4 		$816K Sell
6,432
-187
-3% -$21.1K 0.07% 263
2023
Q3 		$703K Sell
6,619
-185
-3% -$20.6K 0.07% 280
2023
Q2 		$746K Buy
6,804
+104
+2% +$10.3K 0.07% 299
2023
Q1 		$677K Hold
6,700
– – 0.06% 339
2022
Q4 		$669K Buy
6,700
+4
+0.1% +$382 0.06% 417
2022
Q3 		$545K Sell
6,696
-1,644
-20% -$145K 0.05% 482
2022
Q2 		$685K Sell
8,340
-4,330
-34% -$386K 0.07% 417
2022
Q1 		$1.22M Sell
12,670
-3
-0% -$278 0.11% 236
2021
Q4 		$1.17M Buy
+12,673
New +$1.16M 0.11% 254

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Schechter Investment Advisors's WAB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Wabtec (WAB) stake by 21% in Q1 2025, selling an estimated $221K and leaving 4,333 shares worth $786K. The position accounts for 0.06% of the portfolio, ranked #269.

Schechter Investment Advisors first reported a position in WAB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.22M in Q1 2022. 1,037 funds tracked by Wall St. Rank hold WAB as of Q1 2025.

  • Schechter Investment Advisors held 4,333 shares of Wabtec worth $786K as of Q1 2025.
  • Schechter Investment Advisors sold 1,155 Wabtec shares in Q1 2025, an estimated $221K.
  • Wabtec made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #269 holding.
  • Schechter Investment Advisors first reported a position in Wabtec in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Wabtec position peaked at $1.22M in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held Wabtec as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.