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Wealthspire Advisors (Maryland)’s Wabtec WAB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$207K Buy
+3,339
New +$214K 0.01% 451
2019
Q2 		– Sell
-2,346
Closed -$173K – 2060
2019
Q1 		$173K Buy
2,346
+451
+24% +$32.5K 0.01% 472
2018
Q4 		$133K Buy
1,895
+692
+58% +$60.4K 0.01% 519
2018
Q3 		$126K Sell
1,203
-1
-0.1% -$108 0.01% 601
2018
Q2 		$119K Sell
1,204
-61
-5% -$5.67K 0.01% 636
2018
Q1 		$103K Sell
1,265
-148
-10% -$11.9K 0.01% 702
2017
Q4 		$115K Sell
1,413
-502
-26% -$38.4K 0.01% 659
2017
Q3 		$145K Sell
1,915
-630
-25% -$48.5K 0.02% 579
2017
Q2 		$233K Buy
2,545
+92
+4% +$7.67K 0.03% 403
2017
Q1 		$191K Sell
2,453
-171
-7% -$14.1K 0.03% 409
2016
Q4 		$218K Sell
2,624
-1,262
-32% -$104K 0.03% 347
2016
Q3 		$317K Sell
3,886
-705
-15% -$51.8K 0.05% 258
2016
Q2 		$322K Buy
4,591
+41
+0.9% +$3.19K 0.05% 238
2016
Q1 		$361K Sell
4,550
-1,200
-21% -$83.1K 0.06% 211
2015
Q4 		$409K Buy
+5,750
New +$459K 0.08% 190

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return