SPIA
WNC icon

Steward Partners Investment Advisory’s Wabash National WNC Stock Holding History

Steward Partners Investment Advisory’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$19.2K – 4113
2024
Q3 		$19.2K Hold
1,000
– – ﹤0.01% 2678
2024
Q2 		$21.8K Hold
1,000
– – ﹤0.01% 2497
2024
Q1 		$29.9K Hold
1,000
– – ﹤0.01% 2345
2023
Q4 		$25.6K Hold
1,000
– – ﹤0.01% 2292
2023
Q3 		$21.1K Hold
1,000
– – ﹤0.01% 2281
2023
Q2 		$25.6K Hold
1,000
– – ﹤0.01% 2172
2023
Q1 		$24.6K Buy
1,000
+300
+43% +$7.79K ﹤0.01% 2162
2022
Q4 		$15.8K Sell
700
-2,537
-78% -$55K ﹤0.01% 2355
2022
Q3 		$50K Sell
3,237
-212
-6% -$3.46K ﹤0.01% 1792
2022
Q2 		$47K Sell
3,449
-4,204
-55% -$60.7K ﹤0.01% 1844
2022
Q1 		$114K Buy
7,653
+7,628
+30,512% +$135K ﹤0.01% 1553
2021
Q4 		$0 Sell
25
-68
-73% -$1.18K ﹤0.01% 3332
2021
Q3 		$1K Sell
93
-2,705
-97% -$39.9K ﹤0.01% 3109
2021
Q2 		$45K Buy
+2,798
New +$48K ﹤0.01% 3590

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Steward Partners Investment Advisory's WNC Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Wabash National (WNC) in Q4 2024, closing a stake of 1,000 shares — an estimated $19.2K sold.

Steward Partners Investment Advisory first reported a position in WNC in Q2 2021 and held it in 14 quarters. The position peaked at $114K in Q1 2022. 204 funds tracked by Wall St. Rank hold WNC as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Wabash National position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Wabash National shares in Q4 2024, an estimated $19.2K.
  • Steward Partners Investment Advisory first reported a position in Wabash National in Q2 2021 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Wabash National position peaked at $114K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Wabash National as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.