Confluence Wealth Services’s WesBanco WSBC Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-1,585	Closed	-$55K	–	1181
2021 Q4	$55K	Buy	+1,585	New	+$55.7K	0.02%	452

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Confluence Wealth Services's WSBC Position: Q1 2022 in Review

Confluence Wealth Services sold out of WesBanco (WSBC) in Q1 2022, closing a stake of 1,585 shares — an estimated $55K sold.

Confluence Wealth Services first reported a position in WSBC in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 207 funds tracked by Wall St. Rank hold WSBC as of Q1 2022.

Confluence Wealth Services reported no remaining WesBanco position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,585 WesBanco shares in Q1 2022, an estimated $55K.
Confluence Wealth Services first reported a position in WesBanco in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's WesBanco position peaked at $55K in Q4 2021.
207 funds tracked by Wall St. Rank held WesBanco as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.