West Financial Advisors’s Wabtec WAB Stock Holding History

West Financial Advisors’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 Q4	–	Sell	-2	Closed	-$213	–	206
2023 Q3	$213	Hold	2	–	–	﹤0.01%	203
2023 Q2	$220	Buy	+2	New	+$199	﹤0.01%	182

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

West Financial Advisors's WAB Position: Q4 2023 in Review

West Financial Advisors sold out of Wabtec (WAB) in Q4 2023, closing a stake of 2 shares — an estimated $213 sold.

West Financial Advisors first reported a position in WAB in Q2 2023 and held it in 2 quarters. The position peaked at $220 in Q2 2023. 886 funds tracked by Wall St. Rank hold WAB as of Q4 2023.

West Financial Advisors reported no remaining Wabtec position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 2 Wabtec shares in Q4 2023, an estimated $213.
West Financial Advisors first reported a position in Wabtec in Q2 2023 and held it in 2 quarters.
West Financial Advisors's Wabtec position peaked at $220 in Q2 2023.
886 funds tracked by Wall St. Rank held Wabtec as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.