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Axiom Financial Strategies’s WesBanco WSBC Stock Holding History

Axiom Financial Strategies’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
2023
Q1 		– Sell
-27,027
Closed -$999K – 40
2022
Q4 		$999K Sell
27,027
-618,529
-96% -$23.8M 0.63% 24
2022
Q3 		$21.5M Buy
645,556
+1,152
+0.2% +$39.1K 11.45% 2
2022
Q2 		$20.4M Sell
644,404
-6,104
-0.9% -$201K 10.75% 2
2022
Q1 		$21M Sell
650,508
-3,242
-0.5% -$117K 10.61% 2
2021
Q4 		$22.9M Sell
653,750
-1,830
-0.3% -$64.4K 10.39% 2
2021
Q3 		$22.3M Sell
655,580
-860
-0.1% -$28.5K 10.53% 1
2021
Q2 		$23.4M Buy
656,440
+1,968
+0.3% +$73.8K 10.79% 2
2021
Q1 		$23.6M Buy
654,472
+4,481
+0.7% +$147K 11.59% 1
2020
Q4 		$13.9M Hold
649,991
– – 8.34% 2
2020
Q3 		$13.9M Buy
649,991
+1,808
+0.3% +$38.4K 8.34% 2
2020
Q2 		$13.2M Buy
648,183
+26,460
+4% +$579K 8.58% 2
2020
Q1 		$14.7M Buy
+621,723
New +$19.4M 11.91% 2

Other funds holding WSBC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axiom Financial Strategies's WSBC Position: Q1 2023 in Review

Axiom Financial Strategies sold out of WesBanco (WSBC) in Q1 2023, closing a stake of 27,027 shares — an estimated $999K sold.

Axiom Financial Strategies first reported a position in WSBC in Q1 2020 and held it in 12 quarters. The position peaked at $23.6M in Q1 2021. 206 funds tracked by Wall St. Rank hold WSBC as of Q1 2023.

  • Axiom Financial Strategies reported no remaining WesBanco position as of Q1 2023 after selling out during the quarter.
  • Axiom Financial Strategies sold 27,027 WesBanco shares in Q1 2023, an estimated $999K.
  • Axiom Financial Strategies first reported a position in WesBanco in Q1 2020 and held it in 12 quarters.
  • Axiom Financial Strategies's WesBanco position peaked at $23.6M in Q1 2021.
  • 206 funds tracked by Wall St. Rank held WesBanco as of Q1 2023.

Based on Axiom Financial Strategies's 13F filing for Q1 2023, filed 18 May 2023.