Regent Investment Management’s WesBanco WSBC Stock Holding History

Regent Investment 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 Q4	$3.29M	Sell	89,087 -3,800	-4%	-$146K	0.88%	30
2022 Q3	$3.1M	Hold	92,887	–	–	0.9%	28
2022 Q2	$2.94M	Hold	92,887	–	–	0.82%	32
2022 Q1	$3.19M	Sell	92,887 -2,600	-3%	-$93.7K	0.74%	36
2021 Q4	$3.34M	Hold	95,487	–	–	0.73%	34
2021 Q3	$3.25M	Hold	95,487	–	–	0.78%	32
2021 Q2	$3.4M	Hold	95,487	–	–	0.8%	33
2021 Q1	$3.44M	Sell	95,487 -1,720	-2%	-$56.6K	0.87%	31
2020 Q4	$2.91M	Sell	97,207 -36,000	-27%	-$972K	0.81%	37
2020 Q3	$2.85M	Hold	133,207	–	–	0.88%	27
2020 Q2	$2.71M	Sell	133,207 -13,000	-9%	-$284K	0.9%	30
2020 Q1	$3.46M	Sell	146,207 -11,400	-7%	-$356K	1.43%	18
2019 Q4	$5.96M	Sell	157,607 -2,000	-1%	-$74.7K	1.82%	10
2019 Q3	$5.96M	Sell	159,607 -5,806	-4%	-$210K	1.95%	10
2019 Q2	$6.38M	Sell	165,413 -4,546	-3%	-$175K	2.07%	8
2019 Q1	$6.76M	Hold	169,959	–	–	2.25%	8
2018 Q4	$6.24M	Hold	169,959	–	–	2.34%	7
2018 Q3	$7.58M	Buy	+169,959	New	+$8.13M	2.37%	7

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Regent Investment Management's WSBC Position: Q4 2022 in Review

Regent Investment Management reduced its WesBanco (WSBC) stake by 4.1% in Q4 2022, selling an estimated $146K and leaving 89,087 shares worth $3.29M. The position accounts for 0.88% of the portfolio, ranked #30.

Regent Investment Management first reported a position in WSBC in Q3 2018 and has held it in 18 quarters since. The position peaked at $7.58M in Q3 2018. 217 funds tracked by Wall St. Rank hold WSBC as of Q4 2022.

Regent Investment Management held 89,087 shares of WesBanco worth $3.29M as of Q4 2022.
Regent Investment Management sold 3,800 WesBanco shares in Q4 2022, an estimated $146K.
WesBanco made up 0.88% of Regent Investment Management's portfolio in Q4 2022, its #30 holding.
Regent Investment Management first reported a position in WesBanco in Q3 2018 and has held it in 18 quarters since.
Regent Investment Management's WesBanco position peaked at $7.58M in Q3 2018.
217 funds tracked by Wall St. Rank held WesBanco as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.