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WR Wealth Planners’s Wabtec WAB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.12K Buy
27
+9
+50% +$1.74K ﹤0.01% 696
2024
Q3 		$3.27K Buy
18
+2
+13% +$328 ﹤0.01% 812
2024
Q2 		$2.53K Hold
16
– – ﹤0.01% 837
2024
Q1 		$2.34K Buy
+16
New +$2.17K ﹤0.01% 848
2023
Q4 		– Sell
-5
Closed -$537 – 853
2023
Q3 		$537 Hold
5
– – ﹤0.01% 855
2023
Q2 		$553 Sell
5
-6
-55% -$596 ﹤0.01% 844
2023
Q1 		$1.11K Buy
11
+6
+120% +$613 ﹤0.01% 829
2022
Q4 		$502 Hold
5
– – ﹤0.01% 448
2022
Q3 		$409 Hold
5
– – ﹤0.01% 449
2022
Q2 		$412 Hold
5
– – ﹤0.01% 482
2022
Q1 		$482 Buy
+5
New +$463 ﹤0.01% 478

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WR Wealth Planners's WAB Position: Q4 2024 in Review

WR Wealth Planners increased its Wabtec (WAB) stake by 50% in Q4 2024, buying an estimated $1.74K and bringing the position to 27 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

WR Wealth Planners first reported a position in WAB in Q1 2022 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

  • WR Wealth Planners held 27 shares of Wabtec worth $5.12K as of Q4 2024.
  • WR Wealth Planners bought 9 Wabtec shares in Q4 2024, an estimated $1.74K.
  • Wabtec made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #696 holding.
  • WR Wealth Planners first reported a position in Wabtec in Q1 2022 and has held it in 11 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.