TWP
WAB icon

TFO Wealth Partners’s Wabtec WAB Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$583 – 737
2024
Q1 		$583 Hold
4
– – ﹤0.01% 232
2023
Q4 		$508 Sell
4
-13
-76% -$1.47K ﹤0.01% 327
2023
Q3 		$1.86K Buy
17
+5
+42% +$557 ﹤0.01% 209
2023
Q2 		$1.32K Hold
12
– – ﹤0.01% 190
2023
Q1 		$1.21K Sell
12
-250
-95% -$25.5K ﹤0.01% 160
2022
Q4 		$5.92K Buy
+262
New +$25K ﹤0.01% 152

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's WAB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Wabtec (WAB) in Q2 2024, closing a stake of 4 shares — an estimated $583 sold.

TFO Wealth Partners first reported a position in WAB in Q4 2022 and held it in 6 quarters. The position peaked at $5.92K in Q4 2022. 981 funds tracked by Wall St. Rank hold WAB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Wabtec position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Wabtec shares in Q2 2024, an estimated $583.
  • TFO Wealth Partners first reported a position in Wabtec in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Wabtec position peaked at $5.92K in Q4 2022.
  • 981 funds tracked by Wall St. Rank held Wabtec as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.