Halpern Financial’s WesBanco WSBC Stock Holding History

Halpern Financial’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 Q3	–	Sell	-45	Closed	-$1.43K	–	319
2022 Q2	$1.43K	Buy	+45	New	+$1.48K	﹤0.01%	272

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

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Halpern Financial's WSBC Position: Q3 2022 in Review

Halpern Financial sold out of WesBanco (WSBC) in Q3 2022, closing a stake of 45 shares — an estimated $1.43K sold.

Halpern Financial first reported a position in WSBC in Q2 2022 and held it in 1 quarter. The position peaked at $1.43K in Q2 2022. 202 funds tracked by Wall St. Rank hold WSBC as of Q3 2022.

Halpern Financial reported no remaining WesBanco position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 45 WesBanco shares in Q3 2022, an estimated $1.43K.
Halpern Financial first reported a position in WesBanco in Q2 2022 and held it in 1 quarter.
Halpern Financial's WesBanco position peaked at $1.43K in Q2 2022.
202 funds tracked by Wall St. Rank held WesBanco as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.