CWP
WSBC icon

Concord Wealth Partners’s WesBanco WSBC Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-1,745
Closed -$60K – 1396
2022
Q1 		$60K Hold
1,745
– – 0.02% 397
2021
Q4 		$61K Hold
1,745
– – 0.01% 422
2021
Q3 		$59K Hold
1,745
– – 0.02% 190
2021
Q2 		$62K Hold
1,745
– – 0.02% 316
2021
Q1 		$63K Hold
1,745
– – 0.02% 299
2020
Q4 		$52K Buy
+1,745
New +$47.1K 0.04% 205

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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's WSBC Position: Q2 2022 in Review

Concord Wealth Partners sold out of WesBanco (WSBC) in Q2 2022, closing a stake of 1,745 shares — an estimated $60K sold.

Concord Wealth Partners first reported a position in WSBC in Q4 2020 and held it in 6 quarters. The position peaked at $63K in Q1 2021. 207 funds tracked by Wall St. Rank hold WSBC as of Q2 2022.

  • Concord Wealth Partners reported no remaining WesBanco position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1,745 WesBanco shares in Q2 2022, an estimated $60K.
  • Concord Wealth Partners first reported a position in WesBanco in Q4 2020 and held it in 6 quarters.
  • Concord Wealth Partners's WesBanco position peaked at $63K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held WesBanco as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.