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AE Wealth Management’s WesBanco WSBC Stock Holding History

AE Wealth Management’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,569
Closed -$202K – 2004
2023
Q4 		$202K Buy
+6,569
New +$176K ﹤0.01% 1886
2022
Q3 		– Sell
-20,616
Closed -$654K – 1892
2022
Q2 		$654K Buy
+20,616
New +$679K 0.01% 1066

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's WSBC Position: Q1 2024 in Review

AE Wealth Management sold out of WesBanco (WSBC) in Q1 2024, closing a stake of 6,569 shares — an estimated $202K sold.

AE Wealth Management first reported a position in WSBC in Q2 2022 and held it in 2 quarters. The position peaked at $654K in Q2 2022. 207 funds tracked by Wall St. Rank hold WSBC as of Q1 2024.

  • AE Wealth Management reported no remaining WesBanco position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 6,569 WesBanco shares in Q1 2024, an estimated $202K.
  • AE Wealth Management first reported a position in WesBanco in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's WesBanco position peaked at $654K in Q2 2022.
  • 207 funds tracked by Wall St. Rank held WesBanco as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.