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Tyler-Stone Wealth Management’s Wabtec WAB Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-18
Closed -$2.86K – 941
2024
Q2 		$2.86K Hold
18
– – ﹤0.01% 820
2024
Q1 		$2.64K Buy
18
+5
+38% +$677 ﹤0.01% 821
2023
Q4 		$1.66K Buy
13
+5
+63% +$564 ﹤0.01% 823
2023
Q3 		$1K Hold
8
– – ﹤0.01% 894
2023
Q2 		$1K Buy
+8
New +$794 ﹤0.01% 877
2022
Q4 		$1K Hold
10
– – ﹤0.01% 846
2022
Q3 		$1K Hold
10
– – ﹤0.01% 842
2022
Q2 		$1K Hold
10
– – ﹤0.01% 844
2022
Q1 		$1K Hold
10
– – ﹤0.01% 818
2021
Q4 		$1K Buy
+10
New +$917 ﹤0.01% 901

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tyler-Stone Wealth Management's WAB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Wabtec (WAB) in Q3 2024, closing a stake of 18 shares — an estimated $2.86K sold.

Tyler-Stone Wealth Management first reported a position in WAB in Q4 2021 and held it in 10 quarters. The position peaked at $2.86K in Q2 2024. 983 funds tracked by Wall St. Rank hold WAB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Wabtec position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 18 Wabtec shares in Q3 2024, an estimated $2.86K.
  • Tyler-Stone Wealth Management first reported a position in Wabtec in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Wabtec position peaked at $2.86K in Q2 2024.
  • 983 funds tracked by Wall St. Rank held Wabtec as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.