Bartlett & Co’s WesBanco WSBC Stock Holding History

Bartlett & Co’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 Q4	$2.88M	Hold	89,307	–	–	0.05%	171
2023 Q3	$2.21M	Hold	89,307	–	–	0.04%	188
2023 Q2	$2.32M	Buy	+89,307	New	+$2.33M	0.04%	186
2021 Q4	–	Sell	-495	Closed	-$17K	–	896
2021 Q3	$17K	Hold	495	–	–	﹤0.01%	656
2021 Q2	$18K	Hold	495	–	–	﹤0.01%	638
2021 Q1	$18K	Hold	495	–	–	﹤0.01%	677
2020 Q4	$15K	Hold	495	–	–	﹤0.01%	697
2020 Q3	$11K	Hold	495	–	–	﹤0.01%	677
2020 Q2	$10K	Hold	495	–	–	﹤0.01%	678
2020 Q1	$12K	Buy	+495	New	+$15.4K	﹤0.01%	639
2019 Q3	$18K	Buy	+495	New	+$17.9K	﹤0.01%	670
2015 Q1	–	Sell	-41	Closed	-$1K	–	794
2014 Q4	$1K	Buy	+41	New	+$1.37K	﹤0.01%	805

Other funds holding WSBC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bartlett & Co's WSBC Position: Q4 2023 in Review

Bartlett & Co held its WesBanco (WSBC) position steady in Q4 2023 at 89,307 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #171.

Bartlett & Co first reported a position in WSBC in Q4 2014 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold WSBC as of Q4 2023.

Bartlett & Co held 89,307 shares of WesBanco worth $2.88M as of Q4 2023.
Bartlett & Co left its WesBanco share count unchanged in Q4 2023.
WesBanco made up 0.05% of Bartlett & Co's portfolio in Q4 2023, its #171 holding.
Bartlett & Co first reported a position in WesBanco in Q4 2014 and has held it in 12 quarters since.
200 funds tracked by Wall St. Rank held WesBanco as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.