RFA
WSBC icon

Resurgent Financial Advisors’s WesBanco WSBC Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-1,453
Closed -$45.6K – 490
2023
Q4 		$45.6K Hold
1,453
– – 0.03% 350
2023
Q3 		$35.5K Buy
1,453
+100
+7% +$2.6K 0.02% 383
2023
Q2 		$34.6K Hold
1,353
– – 0.02% 399
2023
Q1 		$41.5K Hold
1,353
– – 0.03% 362
2022
Q4 		$50K Buy
+1,353
New +$52K 0.03% 421

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resurgent Financial Advisors's WSBC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WesBanco (WSBC) in Q1 2024, closing a stake of 1,453 shares — an estimated $45.6K sold.

Resurgent Financial Advisors first reported a position in WSBC in Q4 2022 and held it in 5 quarters. The position peaked at $50K in Q4 2022. 207 funds tracked by Wall St. Rank hold WSBC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining WesBanco position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,453 WesBanco shares in Q1 2024, an estimated $45.6K.
  • Resurgent Financial Advisors first reported a position in WesBanco in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's WesBanco position peaked at $50K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held WesBanco as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.