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Legacy Financial Advisors’s WesBanco WSBC Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-2,441
Closed -$97K – 913
2019
Q1 		$97K Hold
2,441
– – 0.03% 169
2018
Q4 		$90K Hold
2,441
– – 0.03% 151
2018
Q3 		$108K Buy
+2,441
New +$117K 0.04% 164

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Legacy Financial Advisors's WSBC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WesBanco (WSBC) in Q2 2019, closing a stake of 2,441 shares — an estimated $97K sold.

Legacy Financial Advisors first reported a position in WSBC in Q3 2018 and held it in 3 quarters. The position peaked at $108K in Q3 2018. 190 funds tracked by Wall St. Rank hold WSBC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WesBanco position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,441 WesBanco shares in Q2 2019, an estimated $97K.
  • Legacy Financial Advisors first reported a position in WesBanco in Q3 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's WesBanco position peaked at $108K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held WesBanco as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.