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Sterling Financial Planning’s Wabtec WAB Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-8
Closed -$1K – 397
2021
Q3 		$1K Buy
8
+4
+100% +$344 ﹤0.01% 423
2021
Q2 		$0 Hold
4
– – ﹤0.01% 413
2021
Q1 		$0 Hold
4
– – ﹤0.01% 392
2020
Q4 		$0 Buy
+4
New +$274 ﹤0.01% 360

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Sterling Financial Planning's WAB Position: Q4 2021 in Review

Sterling Financial Planning sold out of Wabtec (WAB) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in WAB in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 783 funds tracked by Wall St. Rank hold WAB as of Q4 2021.

  • Sterling Financial Planning reported no remaining Wabtec position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 8 Wabtec shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in Wabtec in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Wabtec position peaked at $1K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Wabtec as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.