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WealthPlan Investment Management’s Wabtec WAB Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-30
Closed -$3.03K – 463
2023
Q1 		$3.03K Buy
+30
New +$3.06K ﹤0.01% 384

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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

WealthPlan Investment Management's WAB Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Wabtec (WAB) in Q2 2023, closing a stake of 30 shares — an estimated $3.03K sold.

WealthPlan Investment Management first reported a position in WAB in Q1 2023 and held it in 1 quarter. The position peaked at $3.03K in Q1 2023. 810 funds tracked by Wall St. Rank hold WAB as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Wabtec position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 30 Wabtec shares in Q2 2023, an estimated $3.03K.
  • WealthPlan Investment Management first reported a position in Wabtec in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Wabtec position peaked at $3.03K in Q1 2023.
  • 810 funds tracked by Wall St. Rank held Wabtec as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.