Sugarloaf Wealth Management’s Wabtec WAB Stock Holding History

Sugarloaf 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
2024 Q4	$13.3K	Hold	70	–	–	﹤0.01%	458
2024 Q3	$12.7K	Hold	70	–	–	﹤0.01%	473
2024 Q2	$11.1K	Sell	70 -1	-1%	-$160	﹤0.01%	464
2024 Q1	$10.3K	Hold	71	–	–	﹤0.01%	481
2023 Q4	$9.01K	Hold	71	–	–	﹤0.01%	498
2023 Q3	$7.54K	Hold	71	–	–	﹤0.01%	493
2023 Q2	$7.79K	Hold	71	–	–	﹤0.01%	504
2023 Q1	$7.17K	Hold	71	–	–	﹤0.01%	510
2022 Q4	$7.09K	Sell	71 -8	-10%	-$765	﹤0.01%	530
2022 Q3	$7K	Buy	79 +8	+11%	+$707	﹤0.01%	576
2022 Q2	$6K	Hold	71	–	–	﹤0.01%	595
2022 Q1	$7K	Hold	71	–	–	﹤0.01%	535
2021 Q4	$7K	Hold	71	–	–	﹤0.01%	563
2021 Q3	$6K	Sell	71 -3	-4%	-$258	﹤0.01%	598
2021 Q2	$6K	Buy	74 +1	+1%	+$81	﹤0.01%	585
2021 Q1	$6	Sell	73 -3	-4%	-$233	﹤0.01%	577
2020 Q4	$5K	Sell	76 -6	-7%	-$410	﹤0.01%	562
2020 Q3	$5K	Sell	82 -52	-39%	-$3.34K	﹤0.01%	531
2020 Q2	$8K	Sell	134 -12	-8%	-$680	﹤0.01%	476
2020 Q1	$7K	Sell	146 -65	-31%	-$4.46K	﹤0.01%	482
2019 Q4	$16K	Buy	+211	New	+$15.6K	0.01%	405

Other funds holding WAB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sugarloaf Wealth Management's WAB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Wabtec (WAB) position steady in Q4 2024 at 70 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Sugarloaf Wealth Management first reported a position in WAB in Q4 2019 and has held it in 21 quarters since. The position peaked at $16K in Q4 2019. 1,061 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

Sugarloaf Wealth Management held 70 shares of Wabtec worth $13.3K as of Q4 2024.
Sugarloaf Wealth Management left its Wabtec share count unchanged in Q4 2024.
Wabtec made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #458 holding.
Sugarloaf Wealth Management first reported a position in Wabtec in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Wabtec position peaked at $16K in Q4 2019.
1,061 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.