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KerberRose Wealth Management’s WesBanco WSBC Stock Holding History

KerberRose 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
2022
Q2 		$809K Buy
+25,500
New +$839K 0.66% 34

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KerberRose Wealth Management's WSBC Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in WesBanco (WSBC) in Q2 2022: 25,500 shares worth $809K. The stake represents 0.66% of the portfolio and ranks #34 among its holdings.

207 funds tracked by Wall St. Rank hold WSBC as of Q2 2022.

  • KerberRose Wealth Management held 25,500 shares of WesBanco worth $809K as of Q2 2022.
  • WesBanco was a new KerberRose Wealth Management position in Q2 2022.
  • WesBanco made up 0.66% of KerberRose Wealth Management's portfolio in Q2 2022, its #34 holding.
  • 207 funds tracked by Wall St. Rank held WesBanco as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.