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Tempus Wealth Planning’s Wabtec WAB Stock Holding History

Tempus Wealth 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
2020
Q3 		– Sell
-3,840
Closed -$221K – 81
2020
Q2 		$221K Buy
+3,840
New +$217K 0.33% 60
2020
Q1 		– Sell
-4,275
Closed -$333K – 77
2019
Q4 		$333K Buy
+4,275
New +$316K 0.29% 58

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tempus Wealth Planning's WAB Position: Q3 2020 in Review

Tempus Wealth Planning sold out of Wabtec (WAB) in Q3 2020, closing a stake of 3,840 shares — an estimated $221K sold.

Tempus Wealth Planning first reported a position in WAB in Q4 2019 and held it in 2 quarters. The position peaked at $333K in Q4 2019. 683 funds tracked by Wall St. Rank hold WAB as of Q3 2020.

  • Tempus Wealth Planning reported no remaining Wabtec position as of Q3 2020 after selling out during the quarter.
  • Tempus Wealth Planning sold 3,840 Wabtec shares in Q3 2020, an estimated $221K.
  • Tempus Wealth Planning first reported a position in Wabtec in Q4 2019 and held it in 2 quarters.
  • Tempus Wealth Planning's Wabtec position peaked at $333K in Q4 2019.
  • 683 funds tracked by Wall St. Rank held Wabtec as of Q3 2020.

Based on Tempus Wealth Planning's 13F filing for Q3 2020, filed 12 Nov 2020.