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USA Financial Formulas’s Wabash National WNC Stock Holding History

USA Financial Formulas’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,850
Closed -$60.2K – 557
2023
Q3 		$60.2K Hold
2,850
– – 0.09% 195
2023
Q2 		$73.1K Sell
2,850
-144
-5% -$3.54K 0.11% 136
2023
Q1 		$73.6K Buy
+2,994
New +$77.7K 0.12% 111
2018
Q1 		– Sell
-15,833
Closed -$344K – 424
2017
Q4 		$344K Sell
15,833
-915
-5% -$19.1K 0.08% 206
2017
Q3 		$382K Sell
16,748
-2,712
-14% -$57.1K 0.09% 198
2017
Q2 		$428K Buy
19,460
+6,730
+53% +$142K 0.1% 185
2017
Q1 		$263K Buy
+12,730
New +$249K 0.06% 226

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

USA Financial Formulas's WNC Position: Q4 2023 in Review

USA Financial Formulas sold out of Wabash National (WNC) in Q4 2023, closing a stake of 2,850 shares — an estimated $60.2K sold.

USA Financial Formulas first reported a position in WNC in Q1 2017 and held it in 7 quarters. The position peaked at $428K in Q2 2017. 238 funds tracked by Wall St. Rank hold WNC as of Q4 2023.

  • USA Financial Formulas reported no remaining Wabash National position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 2,850 Wabash National shares in Q4 2023, an estimated $60.2K.
  • USA Financial Formulas first reported a position in Wabash National in Q1 2017 and held it in 7 quarters.
  • USA Financial Formulas's Wabash National position peaked at $428K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held Wabash National as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.