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Filbrandt Wealth Management’s WesBanco WSBC Stock Holding History

Filbrandt 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
2021
Q3 		$54K Hold
1,581
– – 0.03% 85
2021
Q2 		$56K Hold
1,581
– – 0.03% 84
2021
Q1 		$57K Hold
1,581
– – 0.03% 81
2020
Q4 		$47K Hold
1,581
– – 0.03% 89
2020
Q3 		$34K Hold
1,581
– – 0.03% 94
2020
Q2 		$32K Sell
1,581
-249
-14% -$5.45K 0.03% 158
2020
Q1 		$43K Hold
1,830
– – 0.05% 77
2019
Q4 		$69K Buy
+1,830
New +$68.3K 0.06% 65

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's WSBC Position: Q3 2021 in Review

Filbrandt Wealth Management held its WesBanco (WSBC) position steady in Q3 2021 at 1,581 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #85.

Filbrandt Wealth Management first reported a position in WSBC in Q4 2019 and has held it in 8 quarters since. The position peaked at $69K in Q4 2019. 212 funds tracked by Wall St. Rank hold WSBC as of Q3 2021.

  • Filbrandt Wealth Management held 1,581 shares of WesBanco worth $54K as of Q3 2021.
  • Filbrandt Wealth Management left its WesBanco share count unchanged in Q3 2021.
  • WesBanco made up 0.03% of Filbrandt Wealth Management's portfolio in Q3 2021, its #85 holding.
  • Filbrandt Wealth Management first reported a position in WesBanco in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's WesBanco position peaked at $69K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held WesBanco as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.