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Belpointe Asset Management’s WesBanco WSBC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-576
Closed -$17.7K – 3388
2023
Q1 		$17.7K Hold
576
– – ﹤0.01% 2377
2022
Q4 		$21.3K Buy
+576
New +$22.1K ﹤0.01% 2139

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Belpointe Asset Management's WSBC Position: Q2 2023 in Review

Belpointe Asset Management sold out of WesBanco (WSBC) in Q2 2023, closing a stake of 576 shares — an estimated $17.7K sold.

Belpointe Asset Management first reported a position in WSBC in Q4 2022 and held it in 2 quarters. The position peaked at $21.3K in Q4 2022. 192 funds tracked by Wall St. Rank hold WSBC as of Q2 2023.

  • Belpointe Asset Management reported no remaining WesBanco position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 576 WesBanco shares in Q2 2023, an estimated $17.7K.
  • Belpointe Asset Management first reported a position in WesBanco in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's WesBanco position peaked at $21.3K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held WesBanco as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.