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Cassady Schiller Wealth Management’s WesBanco WSBC Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$9.27K Hold
285
– – ﹤0.01% 351
2024
Q3 		$8.49K Hold
285
– – ﹤0.01% 325
2024
Q2 		$7.95K Hold
285
– – ﹤0.01% 328
2024
Q1 		$8.5K Hold
285
– – ﹤0.01% 342
2023
Q4 		$8.94K Hold
285
– – ﹤0.01% 328
2023
Q3 		$6.96K Buy
+285
New +$7.41K ﹤0.01% 350

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 $3.38T AUM 44.17% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassady Schiller Wealth Management's WSBC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its WesBanco (WSBC) position steady in Q4 2024 at 285 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Cassady Schiller Wealth Management first reported a position in WSBC in Q3 2023 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold WSBC as of Q4 2024.

  • Cassady Schiller Wealth Management held 285 shares of WesBanco worth $9.27K as of Q4 2024.
  • Cassady Schiller Wealth Management left its WesBanco share count unchanged in Q4 2024.
  • WesBanco made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #351 holding.
  • Cassady Schiller Wealth Management first reported a position in WesBanco in Q3 2023 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held WesBanco as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.