Berman Capital Advisors’s WesBanco WSBC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$10K	Hold	319	–	–	﹤0.01%	1199
2021 Q2	$11K	Hold	319	–	–	﹤0.01%	1121
2021 Q1	$11K	Hold	319	–	–	﹤0.01%	1012
2020 Q4	$9K	Hold	319	–	–	﹤0.01%	969
2020 Q3	$6K	Buy	319 +266	+502%	+$5.66K	﹤0.01%	997
2020 Q2	$1K	Sell	53 -304	-85%	-$6.65K	﹤0.01%	1524
2020 Q1	$8K	Buy	357 +335	+1,523%	+$10.5K	﹤0.01%	745
2019 Q4	$0	Hold	22	–	–	﹤0.01%	1556
2019 Q3	$0	Hold	22	–	–	﹤0.01%	1594
2019 Q2	$0	Buy	+22	New	+$847	﹤0.01%	1591

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's WSBC Position: Q3 2021 in Review

Berman Capital Advisors held its WesBanco (WSBC) position steady in Q3 2021 at 319 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Berman Capital Advisors first reported a position in WSBC in Q2 2019 and has held it in 10 quarters since. The position peaked at $11K in Q2 2021. 212 funds tracked by Wall St. Rank hold WSBC as of Q3 2021.

Berman Capital Advisors held 319 shares of WesBanco worth $10K as of Q3 2021.
Berman Capital Advisors left its WesBanco share count unchanged in Q3 2021.
WesBanco made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1199 holding.
Berman Capital Advisors first reported a position in WesBanco in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's WesBanco position peaked at $11K in Q2 2021.
212 funds tracked by Wall St. Rank held WesBanco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.