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Raymond James Trust’s WesBanco WSBC Stock Holding History

Raymond James Trust’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
2024
Q3 		$518K Hold
17,380
– – 0.01% 756
2024
Q2 		$485K Buy
17,380
+647
+4% +$17.9K 0.01% 735
2024
Q1 		$499K Sell
16,733
-21,403
-56% -$625K 0.01% 720
2023
Q4 		$1.2M Buy
+38,136
New +$1.02M 0.03% 409
2022
Q3 		– Sell
-8,691
Closed -$276K – 1125
2022
Q2 		$276K Hold
8,691
– – 0.01% 841
2022
Q1 		$299K Sell
8,691
-47,326
-84% -$1.7M 0.01% 882
2021
Q4 		$1.96M Buy
+56,017
New +$1.97M 0.06% 273

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Raymond James Trust's WSBC Position: Q3 2024 in Review

Raymond James Trust held its WesBanco (WSBC) position steady in Q3 2024 at 17,380 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #756.

Raymond James Trust first reported a position in WSBC in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2021. 246 funds tracked by Wall St. Rank hold WSBC as of Q3 2024.

  • Raymond James Trust held 17,380 shares of WesBanco worth $518K as of Q3 2024.
  • Raymond James Trust left its WesBanco share count unchanged in Q3 2024.
  • WesBanco made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #756 holding.
  • Raymond James Trust first reported a position in WesBanco in Q4 2021 and has held it in 7 quarters since.
  • Raymond James Trust's WesBanco position peaked at $1.96M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held WesBanco as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.