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Sutton Wealth Advisors’s Wabtec WAB Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$5.31K Buy
50
+22
+79% +$2.45K ﹤0.01% 575
2023
Q2 		$3.07K Hold
28
– – ﹤0.01% 640
2023
Q1 		$2.83K Sell
28
-4
-13% -$408 ﹤0.01% 598
2022
Q4 		$3.19K Hold
32
– – ﹤0.01% 1155
2022
Q3 		$2.6K Buy
32
+4
+14% +$353 ﹤0.01% 1155
2022
Q2 		$2.3K Sell
28
-7
-20% -$624 ﹤0.01% 1165
2022
Q1 		$3.37K Buy
35
+7
+25% +$648 ﹤0.01% 1133
2021
Q4 		$2.58K Hold
28
– – ﹤0.01% 1168
2021
Q3 		$2.41K Buy
28
+2
+8% +$172 ﹤0.01% 1147
2021
Q2 		$2.14K Hold
26
– – ﹤0.01% 1160
2021
Q1 		$2.06K Buy
26
+7
+37% +$543 ﹤0.01% 1134
2020
Q4 		$1.39K Hold
19
– – ﹤0.01% 1148
2020
Q3 		$1.18K Hold
19
– – ﹤0.01% 1119
2020
Q2 		$1.09K Sell
19
-13
-41% -$736 ﹤0.01% 1113
2020
Q1 		$1.54K Buy
32
+16
+100% +$1.1K ﹤0.01% 1059
2019
Q4 		$1.25K Sell
16
-2
-11% -$148 ﹤0.01% 1099
2019
Q3 		$1.29K Buy
18
+14
+350% +$996 ﹤0.01% 1098
2019
Q2 		$287 Sell
4
-4
-50% -$284 ﹤0.01% 1150
2019
Q1 		$590 Buy
+8
New +$577 ﹤0.01% 1141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's WAB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Wabtec (WAB) stake by 79% in Q3 2023, buying an estimated $2.45K and bringing the position to 50 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Sutton Wealth Advisors first reported a position in WAB in Q1 2019 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold WAB as of Q3 2023.

  • Sutton Wealth Advisors held 50 shares of Wabtec worth $5.31K as of Q3 2023.
  • Sutton Wealth Advisors bought 22 Wabtec shares in Q3 2023, an estimated $2.45K.
  • Wabtec made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #575 holding.
  • Sutton Wealth Advisors first reported a position in Wabtec in Q1 2019 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held Wabtec as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.