Carroll Financial Associates’s WesBanco WSBC Stock Holding History

Carroll Financial Associates’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	–	Sell	-251	Closed	-$8K	–	1966
2021 Q2	$8K	Hold	251	–	–	﹤0.01%	1352
2021 Q1	$9K	Hold	251	–	–	﹤0.01%	1252
2020 Q4	$7K	Hold	251	–	–	﹤0.01%	1210
2020 Q3	$5K	Hold	251	–	–	﹤0.01%	1203
2020 Q2	$5K	Hold	251	–	–	﹤0.01%	1216
2020 Q1	$5K	Hold	251	–	–	﹤0.01%	1146
2019 Q4	$9K	Hold	251	–	–	﹤0.01%	1110
2019 Q3	$9K	Hold	251	–	–	﹤0.01%	1046
2019 Q2	$9K	Hold	251	–	–	﹤0.01%	1055
2019 Q1	$9K	Hold	251	–	–	﹤0.01%	979
2018 Q4	$9K	Hold	251	–	–	﹤0.01%	900
2018 Q3	$11K	Hold	251	–	–	﹤0.01%	877
2018 Q2	$11K	Hold	251	–	–	﹤0.01%	842
2018 Q1	$10K	Hold	251	–	–	﹤0.01%	848
2017 Q4	$10K	Hold	251	–	–	﹤0.01%	834
2017 Q3	$10K	Hold	251	–	–	﹤0.01%	824
2017 Q2	$9K	Hold	251	–	–	﹤0.01%	868
2017 Q1	$9K	Buy	+251	New	+$10.1K	﹤0.01%	874

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

Carroll Financial Associates's WSBC Position: Q3 2021 in Review

Carroll Financial Associates sold out of WesBanco (WSBC) in Q3 2021, closing a stake of 251 shares — an estimated $8K sold.

Carroll Financial Associates first reported a position in WSBC in Q1 2017 and held it in 18 quarters. The position peaked at $11K in Q3 2018. 212 funds tracked by Wall St. Rank hold WSBC as of Q3 2021.

Carroll Financial Associates reported no remaining WesBanco position as of Q3 2021 after selling out during the quarter.
Carroll Financial Associates sold 251 WesBanco shares in Q3 2021, an estimated $8K.
Carroll Financial Associates first reported a position in WesBanco in Q1 2017 and held it in 18 quarters.
Carroll Financial Associates's WesBanco position peaked at $11K in Q3 2018.
212 funds tracked by Wall St. Rank held WesBanco as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.