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Lee Financial’s WesBanco WSBC Stock Holding History

Lee 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
2023
Q4 		– Sell
-58
Closed -$1.44K – 936
2023
Q3 		$1.44K Hold
58
– – ﹤0.01% 743
2023
Q2 		$1.51K Hold
58
– – ﹤0.01% 704
2023
Q1 		$1.82K Sell
58
-59
-50% -$2.09K ﹤0.01% 690
2022
Q4 		$4.33K Hold
117
– – ﹤0.01% 571
2022
Q3 		$4K Sell
117
-24
-17% -$815 ﹤0.01% 598
2022
Q2 		$4K Buy
141
+58
+70% +$1.91K ﹤0.01% 606
2022
Q1 		$3K Hold
83
– – ﹤0.01% 602
2021
Q4 		$3K Buy
+83
New +$2.92K ﹤0.01% 691

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Financial's WSBC Position: Q4 2023 in Review

Lee Financial sold out of WesBanco (WSBC) in Q4 2023, closing a stake of 58 shares — an estimated $1.44K sold.

Lee Financial first reported a position in WSBC in Q4 2021 and held it in 8 quarters. The position peaked at $4.33K in Q4 2022. 200 funds tracked by Wall St. Rank hold WSBC as of Q4 2023.

  • Lee Financial reported no remaining WesBanco position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 58 WesBanco shares in Q4 2023, an estimated $1.44K.
  • Lee Financial first reported a position in WesBanco in Q4 2021 and held it in 8 quarters.
  • Lee Financial's WesBanco position peaked at $4.33K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held WesBanco as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.