Evermay Wealth Management’s WesBanco WSBC Stock Holding History

Evermay 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
2023 Q2	–	Sell	-1,000	Closed	-$31.1K	–	570
2023 Q1	$31.1K	Hold	1,000	–	–	0.01%	340
2022 Q4	$37.3K	Hold	1,000	–	–	0.01%	318
2022 Q3	$34K	Hold	1,000	–	–	0.01%	310
2022 Q2	$32K	Hold	1,000	–	–	0.01%	309
2022 Q1	$34K	Hold	1,000	–	–	0.01%	333
2021 Q4	$35K	Hold	1,000	–	–	0.01%	314
2021 Q3	$34K	Hold	1,000	–	–	0.01%	301
2021 Q2	$36K	Buy	+1,000	New	+$37.5K	0.01%	319

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Evermay Wealth Management's WSBC Position: Q2 2023 in Review

Evermay Wealth Management sold out of WesBanco (WSBC) in Q2 2023, closing a stake of 1,000 shares — an estimated $31.1K sold.

Evermay Wealth Management first reported a position in WSBC in Q2 2021 and held it in 8 quarters. The position peaked at $37.3K in Q4 2022. 192 funds tracked by Wall St. Rank hold WSBC as of Q2 2023.

Evermay Wealth Management reported no remaining WesBanco position as of Q2 2023 after selling out during the quarter.
Evermay Wealth Management sold 1,000 WesBanco shares in Q2 2023, an estimated $31.1K.
Evermay Wealth Management first reported a position in WesBanco in Q2 2021 and held it in 8 quarters.
Evermay Wealth Management's WesBanco position peaked at $37.3K in Q4 2022.
192 funds tracked by Wall St. Rank held WesBanco as of Q2 2023.

Based on Evermay Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.