WealthPLAN Partners’s Wabtec WAB Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-18	Closed	-$1.97K	–	1169
2023 Q2	$1.97K	Sell	18 -3	-14%	-$298	﹤0.01%	1080
2023 Q1	$2.12K	Buy	+21	New	+$2.14K	﹤0.01%	1124

Other funds holding WAB

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Pzena Investment Management New York $34.1B AUM 23.81% 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

WealthPLAN Partners's WAB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Wabtec (WAB) in Q3 2023, closing a stake of 18 shares — an estimated $1.97K sold.

WealthPLAN Partners first reported a position in WAB in Q1 2023 and held it in 2 quarters. The position peaked at $2.12K in Q1 2023. 818 funds tracked by Wall St. Rank hold WAB as of Q3 2023.

WealthPLAN Partners reported no remaining Wabtec position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 18 Wabtec shares in Q3 2023, an estimated $1.97K.
WealthPLAN Partners first reported a position in Wabtec in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Wabtec position peaked at $2.12K in Q1 2023.
818 funds tracked by Wall St. Rank held Wabtec as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.