Transform Wealth’s Wabtec WAB Stock Holding History

Transform Wealth’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 Q1	–	Sell	-3,530	Closed	-$448K	–	254
2023 Q4	$448K	Buy	+3,530	New	+$398K	0.04%	178

Other funds holding WAB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transform Wealth's WAB Position: Q1 2024 in Review

Transform Wealth sold out of Wabtec (WAB) in Q1 2024, closing a stake of 3,530 shares — an estimated $448K sold.

Transform Wealth first reported a position in WAB in Q4 2023 and held it in 1 quarter. The position peaked at $448K in Q4 2023. 925 funds tracked by Wall St. Rank hold WAB as of Q1 2024.

Transform Wealth reported no remaining Wabtec position as of Q1 2024 after selling out during the quarter.
Transform Wealth sold 3,530 Wabtec shares in Q1 2024, an estimated $448K.
Transform Wealth first reported a position in Wabtec in Q4 2023 and held it in 1 quarter.
Transform Wealth's Wabtec position peaked at $448K in Q4 2023.
925 funds tracked by Wall St. Rank held Wabtec as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.