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Executive Wealth Management’s WesBanco WSBC Stock Holding History

Executive 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
2019
Q3 		– Sell
-733
Closed -$28K – 811
2019
Q2 		$28K Hold
733
– – ﹤0.01% 414
2019
Q1 		$29K Hold
733
– – 0.01% 366
2018
Q4 		$27K Buy
+733
New +$29.9K ﹤0.01% 383

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Executive Wealth Management's WSBC Position: Q3 2019 in Review

Executive Wealth Management sold out of WesBanco (WSBC) in Q3 2019, closing a stake of 733 shares — an estimated $28K sold.

Executive Wealth Management first reported a position in WSBC in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q1 2019. 192 funds tracked by Wall St. Rank hold WSBC as of Q3 2019.

  • Executive Wealth Management reported no remaining WesBanco position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 733 WesBanco shares in Q3 2019, an estimated $28K.
  • Executive Wealth Management first reported a position in WesBanco in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's WesBanco position peaked at $29K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held WesBanco as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.