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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
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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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