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Carolina Wealth Advisors’s WesBanco WSBC Stock Holding History

Carolina Wealth 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
2022
Q3 		– Sell
-8,008
Closed -$254K – 281
2022
Q2 		$254K Buy
8,008
+1,319
+20% +$43.4K 0.17% 69
2022
Q1 		$230K Buy
6,689
+572
+9% +$20.6K 0.15% 75
2021
Q4 		$214K Buy
6,117
+1,401
+30% +$49.3K 0.12% 78
2021
Q3 		$161K Buy
4,716
+826
+21% +$27.4K 0.11% 81
2021
Q2 		$139K Buy
3,890
+858
+28% +$32.2K 0.09% 81
2021
Q1 		$109K Buy
+3,032
New +$99.8K 0.08% 75

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 $3.37T AUM 44.26% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Carolina Wealth Advisors's WSBC Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of WesBanco (WSBC) in Q3 2022, closing a stake of 8,008 shares — an estimated $254K sold.

Carolina Wealth Advisors first reported a position in WSBC in Q1 2021 and held it in 6 quarters. The position peaked at $254K in Q2 2022. 202 funds tracked by Wall St. Rank hold WSBC as of Q3 2022.

  • Carolina Wealth Advisors reported no remaining WesBanco position as of Q3 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 8,008 WesBanco shares in Q3 2022, an estimated $254K.
  • Carolina Wealth Advisors first reported a position in WesBanco in Q1 2021 and held it in 6 quarters.
  • Carolina Wealth Advisors's WesBanco position peaked at $254K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held WesBanco as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.