Selective Wealth Management’s Wabtec WAB Stock Holding History

Selective 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
2022 Q4	–	Sell	-763	Closed	-$62K	–	724
2022 Q3	$62K	Buy	763 +3	+0.4%	+$265	0.03%	270
2022 Q2	$62K	Buy	760 +4	+0.5%	+$356	0.02%	287
2022 Q1	$73K	Buy	756 +754	+37,700%	+$69.8K	0.03%	242
2021 Q4	$0	Hold	2	–	–	﹤0.01%	704
2021 Q3	$0	Sell	2 -103	-98%	-$8.87K	﹤0.01%	620
2021 Q2	$9K	Sell	105 -13	-11%	-$1.05K	0.01%	361
2021 Q1	$9K	Hold	118	–	–	0.01%	273
2020 Q4	$9K	Buy	118 +1	+0.9%	+$68	0.01%	257
2020 Q3	$7K	Hold	117	–	–	0.01%	231
2020 Q2	$7K	Hold	117	–	–	0.01%	272
2020 Q1	$6K	Hold	117	–	–	0.01%	193
2019 Q4	$9K	Sell	117 -1	-0.8%	-$74	0.01%	174
2019 Q3	$8K	Buy	+118	New	+$8.39K	0.01%	187

Other funds holding WAB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Selective Wealth Management's WAB Position: Q4 2022 in Review

Selective Wealth Management sold out of Wabtec (WAB) in Q4 2022, closing a stake of 763 shares — an estimated $62K sold.

Selective Wealth Management first reported a position in WAB in Q3 2019 and held it in 13 quarters. The position peaked at $73K in Q1 2022. 793 funds tracked by Wall St. Rank hold WAB as of Q4 2022.

Selective Wealth Management reported no remaining Wabtec position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 763 Wabtec shares in Q4 2022, an estimated $62K.
Selective Wealth Management first reported a position in Wabtec in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Wabtec position peaked at $73K in Q1 2022.
793 funds tracked by Wall St. Rank held Wabtec as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.